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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $48K | — |
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 |
|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $31.9M | 34.2% |
| LARGE CAP GROWTH / JP MORGAN INVST |
Pooled Separate Account |
| $5.0M |
| 5.3% |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN LEGAL · EIN 43-6105610 / PN 535 | Common Collective Trust | $4.4M | 4.8% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $2.2M | 2.3% |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $1.8M | 2.0% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | $1.7M | 1.8% |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6200430 / PN 001 | Common Collective Trust | $1.5M | 1.6% |
