This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $7K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | $15.1M | 10.0% |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $9.0M | 6.0% |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE CMOPANY · EIN 06-1050034 / PN 850 |
Pooled Separate Account |
| $6.7M |
| 4.4% |
| EAGLE MID CAP GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | $4.8M | 3.2% |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | $3.7M | 2.4% |
