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 | $28K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMI ADMINISTRA | $9K | — |
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Other securities | — | — | $790K | 13.1% | |
| MassMutual Select T. Rowe Price Retirement 2055 Fund Class I Registered Investment Company | Other securities | — | — | $686K | 11.4% | |
| Registered Investment Companies MassMutual Select T. Rowe Price Retirement 2040 Fund Registered Investment Company | Other securities | — | — | $646K | 10.7% | |
| MassMutual Select T. Rowe Price Retirement 2050 Fund Registered Investment Company | Other securities | — | — | $597K | 9.9% | |
| MassMutual Select T. Rowe Price Retirement 2060 Fund Class I Registered Investment Company | Other securities | — | — | $485K | 8.1% | |
| MassMutual Select T. Rowe Price Retirement 2045 Fund Class I Registered Investment Company | Other securities | — | — | $472K | 7.8% | |
| MassMutual Select T. Rowe Price Retirement 2035 Fund Class I Registered Investment Company | Other securities | — | — | $416K | 6.9% | |
| MassMutual Strategic Bond Fund Registered Investment Company | Other securities | — | — | $349K | 5.8% | |
| MassMutual Select T. Rowe Price Retirement 2030 Fund Class I Registered Investment Company | Other securities | — | — | $346K | 5.8% | |
| Participant Loans Interest Rates at (5.25% ~ 10.50%) $0 | Bonds / Notes | — | — | $307K | 5.1% | |
| JPMorgan U.S. Equity Fund Class R6 Registered Investment Company | Other securities | — | — | $218K | 3.6% | |
| MassMutual Select T. Rowe Price Retirement 2020 Fund Registered Investment Company | Other securities | — | — | $138K | 2.3% | |
| GUARANTEED (U) MASSMUTUAL TRC · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $123K | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | Other securities | — | — | $68K | 1.1% | |
| JPMorgan Large Cap Growth Fund Registered Investment Company | Other securities | — | — | $68K | 1.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Other securities | — | — | $61K | 1.0% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Other securities | — | — | $60K | 1.0% | |
| Franklin Growth Fund Registered Investment Company | Other securities | — | — | $50K | 0.8% | |
| MassMutual Select T. Rowe Price Retirement 2025 Fund Registered Investment Company | Other securities | — | — | $29K | 0.5% | |
| T. Rowe Price Mid-Cap Value Fund - I Class Registered Investment Company | Other securities | — | — | $24K | 0.4% | |
| MassMutual Select T. Rowe Price Retirement 2015 Fund Registered Investment Company | Other securities | — | — | $23K | 0.4% | |
| Franklin Small Cap Growth Fund Registered Investment Company | Other securities | — | — | $20K | 0.3% | |
| MFS Mid Cap Growth Fund Class R6 Registered Investment Company | Other securities | — | — | $16K | 0.3% | |
| American Funds American High-Income Trust Class R-6 Registered Investment Company | Other securities | — | — | $14K | 0.2% | |
| MassMutual Select T. Rowe Price Retirement Balanced Fund Registered Investment Company | Other securities | — | — | $7K | 0.1% | |
| American Funds American Balanced Fund Class R-6 Registered Investment Company | Other securities | — | — | $6K | 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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $7K | — |
| CETERA ADVISORS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $6K | — |
