Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Income Fund | Mutual Funds | — | — | $13.0M | 15.6% | |
| Guaranteed interest account New York Life Insurance Company Anchor Account | Other securities | — | — | $6.1M | 7.4% | |
| Collective Trust Funds Principal Lifetime Hybrid 2045 Fund | Common Collective Trusts | — | — | $4.9M | 5.9% | |
| Baird Core Bond Plus | Other securities | — | — | $4.6M | 5.5% | |
| Principal Lifetime Hybrid 2040 Fund | Other securities | — | — | $4.5M | 5.4% | |
| Fidelity 500 Index Fund | Other securities | — | — | $4.2M | 5.1% | |
| Principal Lifetime Hybrid 2025 Fund | Other securities | — | — | $4.2M | 5.0% | |
| Principal Lifetime Hybrid 2035 Fund | Other securities | — | — | $3.8M | 4.6% | |
| Principal Lifetime Hybrid 2055 Fund | Other securities | — | — | $3.6M | 4.4% | |
| Principal Lifetime Hybrid 2050 Fund | Other securities | — | — | $3.1M | 3.7% | |
| Vanguard Intermediate Term Bond Index Fund | Other securities | — | — | $2.7M | 3.3% | |
| Principal Lifetime Hybrid 2030 Fund | Other securities | — | — | $2.6M | 3.2% | |
| American Funds Growth Fund Of America | Other securities | — | — | $2.6M | 3.1% | |
| Harbor Capital Harbor Capital Appreciation Fund | Other securities | — | — | $2.5M | 3.1% | |
| Vanguard Total International Stock Index Fund | Other securities | — | — | $2.2M | 2.6% | |
| American Funds EuroPacific Growth Fund | Other securities | — | — | $2.2M | 2.6% | |
| Cohen & Steers Real Estate Securities I | Other securities | — | — | $2.1M | 2.6% | |
| Principal Lifetime Hybrid 2060 Fund | Other securities | — | — | $1.7M | 2.1% | |
| JPMorgan Mid-Cap Growth Fund | Other securities | — | — | $1.7M | 2.0% | |
| PIMCO Real Return Fund | Other securities | — | — | $1.4M | 1.7% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $1.4M | 1.7% | |
| American Funds New World Fund | Other securities | — | — | $1.2M | 1.4% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $1.1M | 1.3% | |
| American Century Small Cap Value Fund | Other securities | — | — | $901K | 1.1% | |
| Wasatch Core Growth Institutional Fund | Other securities | — | — | $882K | 1.1% | |
| Vanguard Small-Cap Index Fund | Other securities | — | — | $830K | 1.0% | |
| Principal Lifetime Hybrid 2020 Fund | Other securities | — | — | $712K | 0.9% | |
| Principal Lifetime Hybrid 2065 Fund | Other securities | — | — | $553K | 0.7% | |
| Vanguard Federal Money Market Fund | Cash / Money Market | — | — | $297K | 0.4% | |
| Principal Lifetime Hybrid 2015 Fund | Other securities | — | — | $118K | 0.1% | |
| Principal Lifetime Hybrid 2070 Fund | Other securities | — | — | $44K | <0.1% | |
| Principal Lifetime Hybrid Income Fund | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $96K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
