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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MANAGEMENT | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.2M | 15.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $944K | 11.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $771K | 9.7% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $731K | 9.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $672K | 8.4% | |
| Vanguard 500 Index Adm Mutual fund | Other securities | — | — | $402K | 5.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $352K | 4.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $333K | 4.2% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $306K | 3.8% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $237K | 3.0% | |
| Empower Annuity Insurance Company of America Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $233K | 2.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $181K | 2.3% | |
| Principal Large Cap Growth I Mutual fund | Other securities | — | — | $169K | 2.1% | |
| JPMorgan Equity Income R6 Mutual fund | Other securities | — | — | $166K | 2.1% | |
| American Funds EuroPacific Growth R6 Mutual fund | Other securities | — | — | $156K | 2.0% | |
| PIMCO Income Mutual fund | Other securities | — | — | $122K | 1.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $118K | 1.5% | |
| Vanguard Small Cap Index Adm Mutual fund | Other securities | — | — | $79K | 1.0% | |
| MFS Mid Cap Value R6 Mutual fund | Other securities | — | — | $63K | 0.8% | |
| JPMorgan Core Bond Mutual fund | Other securities | — | — | $63K | 0.8% | |
| American Funds Fundamental Investors Mutual fund | Other securities | — | — | $56K | 0.7% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $56K | 0.7% | |
| Principal Midcap S&P 400 Index Mutual fund | Other securities | — | — | $52K | 0.6% | |
| American Beacon Small Cap Value Mutual fund | Other securities | — | — | $38K | 0.5% | |
| BNY Mellon Global Fixed Income Mutual fund | Other securities | — | — | $37K | 0.5% | |
| Baron Growth Mutual fund | Other securities | — | — | $33K | 0.4% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $33K | 0.4% | |
| Janus Henderson Triton Mutual fund | Other securities | — | — | $29K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $24K | 0.3% | |
| AB US LARGE CAP GROWTH CIT W SE CL GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $19K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $12K | 0.1% | |
| Vanguard Equity Income Mutual fund | Other securities | — | — | $5K | <0.1% | |
| PIMCO Total Return Mutual fund | Other securities | — | — | $4K | <0.1% | |
| JPMorgan Government Bond Select Mutual fund | U.S. Treasuries | — | — | $2K | <0.1% | |
| PIMCO All Asset Mutual fund | Other securities | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | CONTRACT ADMIN | $25K | — |
