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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Lifetime 2055 Fund SVC | Other securities | — | — | $1.3M | 19.5% | |
| Delaware Macquarie Science and Technology Y | Other securities | — | — | $775K | 11.7% | |
| Empower Lifetime 2045 Fund SVC | Other securities | — | — | $744K | 11.2% | |
| MFS Growth R3 | Other securities | — | — | $650K | 9.8% | |
| American Funds American Funds New World Fund R3 | Other securities | — | — | $604K | 9.1% | |
| Empower Emplower T Rowe Price Mdcap Gr Fund Inv | Other securities | — | — | $488K | 7.4% | |
| Janus Henderson Janus Henderson Ventures | Other securities | — | — | $356K | 5.4% | |
| Empower S&P 500 Index Fund Inv | Other securities | — | — | $344K | 5.2% | |
| Empower Lifetime 2035 Fund SVC | Other securities | — | — | $313K | 4.7% | |
| MFS Global Equity R3 | Other securities | — | — | $159K | 2.4% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $117K | 1.8% | |
| JP Morgan JP Morgan US Equity | Other securities | — | — | $99K | 1.5% | |
| Empower Lifetime 2025 Fund SVC | Other securities | — | — | $84K | 1.3% | |
| John Hancock JHancock Bond R2 | Other securities | — | — | $82K | 1.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Adv | Other securities | — | — | $76K | 1.2% | |
| Empower S&P Midcap 400 Index Fund Inv | Other securities | — | — | $73K | 1.1% | |
| Invesco Oppenheimer Int'l Growth | Other securities | — | — | $71K | 1.1% | |
| Victory Sycamore Victory Sycamore Small Co Opportunity A | Common Stock | — | — | $59K | 0.9% | |
| Empower S&P Smcap 600 Index Fund Inv | Other securities | — | — | $57K | 0.9% | |
| Victory Sycamore Victory Sycamore Established Value | Other securities | — | — | $41K | 0.6% | |
| American Funds American Funds American Balanced R3 | Other securities | — | — | $40K | 0.6% | |
| Invesco Diversified Dividend | Other securities | — | — | $38K | 0.6% | |
| PIMCO Income | Other securities | — | — | $33K | 0.5% | |
| Empower Small Cap Value Inv. | Other securities | — | — | $18K | 0.3% | |
| Clearbridge Mid Cap Class A | Other securities | — | — | $12K | 0.2% | |
| Empower Lifetime 2015 Fund SVC | Other securities | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MASSACHUSETTS MUTUAL LIFE INSURANCE |
| — |
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | — | WEST DES MOINES, IA | TPA | $2K | — |
