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 | $160K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Instl | Other securities | — | — | $16.4M | 10.3% | |
| Vanguard Institutional Index Fund | Other securities | — | — | $14.7M | 9.2% | |
| Vanguard Target Retirement 2040 Instl | Other securities | — | — | $12.6M | 7.8% | |
| T. Rowe T. Rowe Price Growth Stock Fund | Other securities | — | — | $12.1M | 7.6% | |
| American Funds American Funds New Perspective R5 | Other securities | — | — | $10.2M | 6.4% | |
| Columbia Seligman Tech & Information I2 | Other securities | — | — | $9.1M | 5.7% | |
| Vanguard Target Retirement 2050 Instl | Other securities | — | — | $9.0M | 5.6% | |
| Principal Mid Cap A | Other securities | — | — | $8.1M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.5M | 4.7% | |
| Macquaire Macquarie Small Cap Core Institutional | Other securities | — | — | $6.3M | 3.9% | |
| Vanguard Target Retirement 2035 Instl | Other securities | — | — | $6.3M | 3.9% | |
| American Funds American Funds American Balance R6 | Other securities | — | — | $5.9M | 3.7% | |
| MFS Value R3 | Other securities | — | — | $5.2M | 3.2% | |
| Vanguard Target Retirement 2025 Instl | Other securities | — | — | $4.9M | 3.1% | |
| Vanguard Target Retirement 2045 Instl | Other securities | — | — | $4.6M | 2.8% | |
| American Funds American Funds EuroPacific Growth R6 | Other securities | — | — | $4.4M | 2.7% | |
| PIMCO Total Return A | Other securities | — | — | $3.8M | 2.4% | |
| Vanguard Target Retirement 2020 Instl | Other securities | — | — | $3.5M | 2.2% | |
| Vanguard Target Retirement 2055 Instl | Other securities | — | — | $2.9M | 1.8% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $2.8M | 1.7% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement 2060 Instl | Other securities | — | — | $1.7M | 1.1% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $1.0M | 0.6% | |
| Vanguard Total International Stock Index Admira | Other securities | — | — | $1.0M | 0.6% | |
| Vanguard Target Retirement Income Instl | Other securities | — | — | $866K | 0.5% | |
| Vanguard Target Retirement 2065 Instl | Other securities | — | — | $621K | 0.4% | |
| Vanguard Target Retirement 2070 Instl | Other securities | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
