Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX INVESTMENT SERVICES INC DBA | — | DALLAS, TX | INVESTMENT ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Investments Nuveen Lifecycle 2035 Instl | Other securities | — | — | $2.6M | 18.0% | |
| TIAA Investments Nuveen Lifecycle 2040 Instl | Other securities | — | — | $2.2M | 15.5% | |
| TIAA Investments Nuveen Lifecycle 2030 Instl | Other securities | — | — | $1.2M | 8.3% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $1.1M | 7.7% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $760K | 5.3% | |
| TIAA Investments Nuveen Lifecycle 2045 Instl | Other securities | — | — | $750K | 5.2% | |
| TIAA Investments TIAA-CREF Lifecycle 2035 Instl | Other securities | — | — | $714K | 5.0% | |
| TIAA Investments Nuveen Lifecycle 2025 Instl | Other securities | — | — | $597K | 4.1% | |
| MFS Massachusetts Investors GR Stk R6 | Other securities | — | — | $516K | 3.6% | |
| MFS Value R6 | Other securities | — | — | $503K | 3.5% | |
| Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund | Other securities | — | — | $501K | 3.5% | |
| TIAA Investments Nuveen Lifecycle 2050 Instl | Other securities | — | — | $495K | 3.4% | |
| TIAA Investments Nuveen Lifecycle 2055 Instl | Other securities | — | — | $422K | 2.9% | |
| American Funds Allspring Funds Eurpacific GR R6 | Other securities | — | — | $367K | 2.6% | |
| TIAA Investments TIAA-CREF Lifecycle 2025 Instl | Other securities | — | — | $296K | 2.1% | |
| TIAA Investments Nuveen Lifecycle 2010 Instl | Other securities | — | — | $256K | 1.8% | |
| TIAA Investments Nuveen Lifecycle 2020 Instl | Other securities | — | — | $245K | 1.7% | |
| Allspring Special Mid Cap Value A | Other securities | — | — | $241K | 1.7% | |
| TIAA Investments TIAA-CREF Lifecycle 2055 Instl | Other securities | — | — | $206K | 1.4% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth | Other securities | — | — | $203K | 1.4% | |
| Allspring Special Small Cap Value A | Other securities | — | — | $202K | 1.4% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $174K | 1.2% | |
| TIAA Investments TIAA-CREF Lifecycle 2040 Instl | Other securities | — | — | $173K | 1.2% | |
| American Funds American Funds New Worls R6 | Other securities | — | — | $144K | 1.0% | |
| 8.50%; maturing through November 2029 - | Bonds / Notes | — | — | $139K | 1.0% | |
| TIAA Investments TIAA-CREF Lifecycle 2050 Instl | Other securities | — | — | $137K | 1.0% | |
| Cohen & Steers Cohen & Steers Real Estate Securities A | Other securities | — | — | $119K | 0.8% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Other securities | — | — | $108K | 0.7% | |
| TIAA Investments Nuveen Lifecycle 2060 Instl | Other securities | — | — | $107K | 0.7% | |
| Fidelity Investments Fidelity International Index | Other securities | — | — | $106K | 0.7% | |
| Federated Instl High Yield Bond Instl | Other securities | — | — | $94K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $84K | 0.6% | |
| TIAA Investments TIAA-CREF Lifecycle 2045 Instl | Other securities | — | — | $83K | 0.6% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $59K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $57K | 0.4% | |
| MFS Value R6 | Other securities | — | — | $56K | 0.4% | |
| TIAA Investments Nuveen Lifecycle 2065 Instl | Other securities | — | — | $53K | 0.4% | |
| MFS Massachusetts Investors GR Stk R6 | Other securities | — | — | $51K | 0.4% | |
| TIAA Investments TIAA-CREF Lifecycle 2060 Instl | Other securities | — | — | $50K | 0.3% | |
| American Funds Allspring Funds Eurpacific GR R6 | Other securities | — | — | $42K | 0.3% | |
| Allspring Special Small Cap Value A | Other securities | — | — | $23K | 0.2% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $23K | 0.2% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth | Other securities | — | — | $21K | 0.1% | |
| Allspring Special Mid Cap Value A | Other securities | — | — | $20K | 0.1% | |
| 8.50%; maturing through August 2028 - | Bonds / Notes | — | — | $20K | 0.1% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $17K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities A | Other securities | — | — | $17K | 0.1% | |
| AB Global AB Global Fund Bond A | Other securities | — | — | $16K | 0.1% | |
| TIAA Investments TIAA-CREF Lifecycle 2060 Instl | Other securities | — | — | $16K | 0.1% | |
| American Funds American Funds New Worls R6 | Other securities | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.