Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | — | ST LOUIS, MO | INVESTMENT ADVISOR | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $20.7M | 96.9% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $3.4M | 15.8% | |
| American Funds Target Date Retirement 2035 R6 | Other securities | — | — | $2.5M | 11.6% | |
| American Funds Target Date Retirement 2040 R6 | Other securities | — | — | $2.2M | 10.5% | |
| American Funds Target Date Retirement 2045 R6 | Other securities | — | — | $1.7M | 7.7% | |
| American Funds Target Date Retirement 2030 R6 | Other securities | — | — | $1.6M | 7.3% | |
| MassMutual Select Blue Chip Growth I | Other securities | — | — | $1.3M | 6.1% | |
| American Funds Target Date Retirement 2025 R6 | Other securities | — | — | $901K | 4.2% | |
| American Funds Target Date Retirement 2050 R6 | Other securities | — | — | $793K | 3.7% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $694K | 3.2% | |
| Vanguard Value Index Admiral | Other securities | — | — | $627K | 2.9% | |
| PIMCO Income Institutional | Other securities | — | — | $615K | 2.9% | |
| American Funds Target Date Retirement 2055 R6 | Other securities | — | — | $569K | 2.7% | |
| MassMutual Select Total Return Bond I | Other securities | — | — | $528K | 2.5% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $527K | 2.5% | |
| MassMutual Guaranteed Interest Account | Other securities | — | — | $446K | 2.1% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $433K | 2.0% | |
| Columbia Overseas Value Institutional 3 Class | Other securities | — | — | $412K | 1.9% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $328K | 1.5% | |
| Fidelity Total International Index | Other securities | — | — | $308K | 1.4% | |
| American Funds Europacific Growth r6 | Other securities | — | — | $306K | 1.4% | |
| Notes receivable from participants, interest at 4.25% - 9.50% | Bonds / Notes | — | — | $216K | 1.0% | |
| American Funds Target Date Retirement 2060 R6 | Other securities | — | — | $214K | 1.0% | |
| MFS Total Return R6 | Other securities | — | — | $189K | 0.9% | |
| American Funds Target Date Retirement 2020 R6 | Other securities | — | — | $163K | 0.8% | |
| Invesco Small Cap Growth R6 | Other securities | — | — | $162K | 0.8% | |
| JP Morgan Small Cap Value R6 | Other securities | — | — | $138K | 0.6% | |
| American Funds Target Date Retirement 2010 R6 | Other securities | — | — | $95K | 0.4% | |
| Hartford Balanced Income R6 | Other securities | — | — | $90K | 0.4% | |
| DWS RREEF Real Estate Securities R6 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.