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 | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $27.7M | 11.1% | |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $26.1M | 10.5% | |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.9M | 10.4% | |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $23.5M | 9.4% | |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.8M | 7.5% | |
| Fidelity 500 Index Mutual Funds N/A | Other securities | — | — | $18.3M | 7.3% | |
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.0% | |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $16.2M | 6.5% | |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $12.5M | 5.0% | |
| AMERICAN CENTURY US LG CP GRWTH EQ AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $10.5M | 4.2% | |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.2M | 4.1% | |
| Jpmorgan Mid Cap Growth R6 Mutual Funds N/A | Other securities | — | — | $6.0M | 2.4% | |
| Fidelity Total Bond K6 Mutual Funds N/A | Other securities | — | — | $5.4M | 2.2% | |
| T ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.1% | |
| Victory Sycamore Established Value R6 Mutual Fund Mutual Funds N/A | Other securities | — | — | $4.5M | 1.8% | |
| Fixed Account Guaranteed Investment * Key Guaranteed Portfolio Fund Fixed Annuities Contract N/A | Other securities | — | — | $4.2M | 1.7% | |
| American Funds Euro Pacific Gr R6 Mutual Funds Mutual Funds N/A | Mutual Funds | — | — | $4.0M | 1.6% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Funds N/A | Other securities | — | — | $3.3M | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Funds N/A | Other securities | — | — | $2.1M | 0.8% | |
| Victory Sycamore Small Company Opp R6 Mutual Fu Mutual Funds N/A | Other securities | — | — | $1.9M | 0.7% | |
| Dfa Emerging Markets Core Equity I Mutual Funds N/A | Other securities | — | — | $1.8M | 0.7% | |
| Fidelity International Index Mutual Funds N/A | Other securities | — | — | $1.6M | 0.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Ei Fixed Account - Series Class I Contract N/A | Other securities | — | — | $506K | 0.2% | |
| Maturing 2025 - 2028 at interest Notes Receivable from Participants rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $125K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $109K | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 41-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / 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.
