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 | $237K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 1,692,743 shares | Other securities | — | $1.7M | $36.1M | 12.2% | |
| Nuveen Lifecycle Index 2035 R6 1,305,610 shares | Other securities | — | $1.3M | $35.0M | 11.8% | |
| Nuveen Lifecycle Index 2045 R6 1,098,591 shares | Other securities | — | $1.1M | $33.9M | 11.4% | |
| Schwab S&P 500 Index Fund Select 293,544 shares | Other securities | — | $294K | $26.5M | 8.9% | |
| Nuveen Lifecycle Index 2055 R6 721,802 shares | Other securities | — | $722K | $18.4M | 6.2% | |
| Nuveen Lifecycle Index 2040 R6 518,063 shares | Other securities | — | $518K | $15.2M | 5.1% | |
| Nuveen Lifecycle Index 2050 R6 471,978 shares | Other securities | — | $472K | $14.9M | 5.0% | |
| Harbor Capital Appreciation Instl 115,049 shares | Other securities | — | $115K | $13.1M | 4.4% | |
| Dodge & Cox Stock Fund 49,387 shares | Other securities | — | $49K | $12.7M | 4.3% | |
| Nuveen Lifecycle Index 2060 R6 628,690 shares | Other securities | — | $629K | $12.4M | 4.2% | |
| Nuveen Lifecycle Index 2030 R6 411,027 shares | Other securities | — | $411K | $9.9M | 3.3% | |
| BlackRock Total Return Fund 825,038 shares | Other securities | — | $825K | $8.0M | 2.7% | |
| Nuveen Lifecycle Index 2015 R6 436,074 shares | Other securities | — | $436K | $7.4M | 2.5% | |
| Fixed Annuities * Guaranteed Interest Fund | Other securities | — | — | $6.6M | 2.2% | |
| PIMCO Income Instl 459,267 shares | Other securities | — | $459K | $4.8M | 1.6% | |
| William Blair Small-Mid Cap Growth I 165,239 shares | Other securities | — | $165K | $4.6M | 1.6% | |
| American Beacon Small Cap Value Institutional 157,786 shares | Mutual Funds | — | $158K | $3.9M | 1.3% | |
| American Funds EuroPacific GR R6 69,893 shares | Other securities | — | $70K | $3.8M | 1.3% | |
| Principal MidCap S&P 400 Index Inst 145,694 shares | Other securities | — | $146K | $3.2M | 1.1% | |
| Vanguard Total Intl Stock Index 92,554 shares | Other securities | — | $93K | $2.9M | 1.0% | |
| Vanguard Small Cap Index Fund 24,519 shares | Other securities | — | $25K | $2.8M | 1.0% | |
| Tweedy Browne Global Value Fund 105,701 shares | Other securities | — | $106K | $2.7M | 0.9% | |
| Nuveen Lifecycle Index 2020 R6 134,895 shares | Other securities | — | $135K | $2.5M | 0.9% | |
| Fidelity Advisor Small Cap Growth I 75,489 shares | Other securities | — | $75K | $2.5M | 0.9% | |
| Victory Sycamore Established Value I 48,574 shares | Other securities | — | $49K | $2.2M | 0.8% | |
| Weitz Duration Inc Instl 144,464 shares | Common Stock | — | $144K | $1.7M | 0.6% | |
| BNY Mellon Global Fixed Income I 45,735 shares | Other securities | — | $46K | $920K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 12,001 shares | Other securities | — | $12K | $195K | <0.1% | |
| Nuveen Lifecycle Index Retirement Inc R6 3,888 shares | Common Stock | — | $4K | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
