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 | NONE | $89K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $30 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | Other securities | — | — | $63.1M | 29.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $20.9M | 9.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $15.6M | 7.2% | |
| Vanguard Mid Cap Index I Fund Mutual Fund | Other securities | — | — | $12.6M | 5.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $12.6M | 5.8% | |
| Vanguard Small Cap Index I Fund Mutual Fund | Other securities | — | — | $11.6M | 5.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $11.3M | 5.2% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $10.0M | 4.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $8.0M | 3.7% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Other securities | — | — | $6.2M | 2.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $6.2M | 2.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $5.1M | 2.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $4.5M | 2.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | Cash / Money Market | — | — | $3.5M | 1.6% | |
| Empower SDB Self-Directed Brokerage Account | Other securities | — | — | $3.3M | 1.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Other securities | — | — | $2.6M | 1.2% | |
| T. Rowe Price International Discovery I Fund Mutual Fund | Other securities | — | — | $2.4M | 1.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $2.0M | 0.9% | |
| Participant Loans Interest rates from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $1.6M | 0.7% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Other securities | — | — | $1.0M | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Other securities | — | — | $104K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
