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 | $725 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price 2030 Target Retirement Mutual Fund N/A | Other securities | — | — | $3.1M | 15.2% | |
| T. Rowe Price 2040 Target Retirement Mutual Fund N/A | Other securities | — | — | $2.5M | 12.1% | |
| T. Rowe Price 2020 Target Retirement Mutual Fund N/A | Other securities | — | — | $1.6M | 7.7% | |
| Federated Hermes Max-Cap Index Fund Mutual Fund N/A | Other securities | — | — | $1.5M | 7.6% | |
| Schwab S&P 500 Index Mutual Fund N/A | Other securities | — | — | $1.5M | 7.4% | |
| Federated Hermes Government Obligation Fund Mutual Fund N/A | Other securities | — | — | $1.3M | 6.4% | |
| Federated Hermes Mid-Cap Index Fund Mutual Fund N/A | Other securities | — | — | $1.3M | 6.2% | |
| Federated Hermes Kaufmann Fund Mutual Fund N/A | Other securities | — | — | $1.1M | 5.5% | |
| T. Rowe Price 2050 Target Retirement Mutual Fund N/A | Other securities | — | — | $912K | 4.5% | |
| Federated Hermes MDT Balanced Fund Mutual Fund N/A 941 Federated Hermes MDT Large Cap Value Fund Mutual Fund N/A | Other securities | — | — | $900K | 4.4% | |
| 1FE-SF | Other securities | — | $820K | $900K | 4.4% | |
| American Funds Europacific Growth Fund Mutual Fund N/A | Other securities | — | — | $826K | 4.1% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $803K | 3.9% | |
| Schwab Total Stock Market Index Mutual Fund N/A | Other securities | — | — | $771K | 3.8% | |
| Federated Hermes Total Return Bond Fund Mutual Fund N/A | Other securities | — | — | $680K | 3.3% | |
| Federated Hermes Kaufmann Small Cap Fund Mutual Fund N/A | Other securities | — | — | $452K | 2.2% | |
| Columbia Small Cap Index Mutual Fund N/A | Other securities | — | — | $429K | 2.1% | |
| T. Rowe Price 2010 Target Retirement Mutual Fund N/A | Other securities | — | — | $262K | 1.3% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | Other securities | — | — | $152K | 0.7% | |
| T. Rowe Price 2060 Target Retirement Mutual Fund N/A 379 Vanguard Balanced Index Fund Mutual Fund N/A | Other securities | — | — | $134K | 0.7% | |
| Vanguard Developed Markets Index Mutual Fund N/A | Other securities | — | — | $117K | 0.6% | |
| Fidelity Extended Market Index Mutual Fund N/A | Other securities | — | — | $55K | 0.3% | |
| Vanguard GNMA ADM Mutual Fund N/A | Agency / Mortgage-Backed | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
