Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $443K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | NONE | $76K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Group American Funds 2050 Target Date Retire R6 N/A | Common Stock | — | — | $60.2M | 13.2% | |
| Capital Group American Funds 2045 Target Date Retire R6 N/A | Common Stock | — | — | $45.2M | 9.9% | |
| Capital Group American Funds 2035 Target Date Retire R6 N/A | Common Stock | — | — | $39.5M | 8.6% | |
| Capital Group American Funds 2040 Target Date Retire R6 N/A | Common Stock | — | — | $38.9M | 8.5% | |
| Capital Group American Funds 2030 Target Date Retire R6 N/A | Common Stock | — | — | $37.0M | 8.1% | |
| Capital Group American Funds 2055 Target Date Retire R6 N/A | Common Stock | — | — | $35.8M | 7.8% | |
| Vanguard 500 Index N/A | Other securities | — | — | $31.6M | 6.9% | |
| Capital Group American Funds 2025 Target Date Retire R6 N/A | Common Stock | — | — | $26.9M | 5.9% | |
| Capital Group American Funds 2060 Target Date Retire R6 N/A | Common Stock | — | — | $17.9M | 3.9% | |
| Vanguard Growth Index N/A | Other securities | — | — | $13.1M | 2.9% | |
| Capital Group American Funds 2020 Target Date Retire R6 N/A | Common Stock | — | — | $11.1M | 2.4% | |
| Vanguard SmallCap Index N/A | Other securities | — | — | $8.2M | 1.8% | |
| Vanguard Federal Money Market N/A | Cash / Money Market | — | — | $8.0M | 1.7% | |
| Vanguard MidCap Index N/A | Other securities | — | — | $7.5M | 1.6% | |
| MFS Investment Management MFS Research International N/A | Other securities | — | — | $6.7M | 1.5% | |
| American Century Inv Mgt, Inc. American Century Diversified Bond N/A | Common Stock | — | — | $6.1M | 1.3% | |
| Capital Group American Funds 2065 Target Date Retire R6 N/A | Common Stock | — | — | $5.9M | 1.3% | |
| Legg Mason Clearbridge LargeCap Growth N/A | Other securities | — | — | $5.9M | 1.3% | |
| Columbia Management Investment Adv, LLC Columbia Dividend Income N/A | Other securities | — | — | $5.6M | 1.2% | |
| Capital Group American Funds 2015 Target Date Retire R6 N/A | Common Stock | — | — | $4.6M | 1.0% | |
| Vanguard Developed Markets Index N/A | Other securities | — | — | $4.4M | 1.0% | |
| from January 2025 to December 2029 N/A | Other securities | — | — | $4.2M | 0.9% | |
| MassMutual MidCap Growth N/A | Other securities | — | — | $4.0M | 0.9% | |
| Diamond Hill Diamond Hill LargeCap N/A | Other securities | — | — | $3.9M | 0.8% | |
| American Century Inv Mgt, Inc. American Century MidCap Value N/A | Common Stock | — | — | $2.9M | 0.6% | |
| JP Morgan Investment Advisors, Inc. JP Morgan Short Duration Bond N/A | Common Stock | — | — | $2.6M | 0.6% | |
| BlackRock Advisors LLC Blackrock High Yield Bond N/A | Other securities | — | — | $2.6M | 0.6% | |
| JP Morgan Investment Advisors, Inc. JP Morgan Emerging Markets Equity N/A | Common Stock | — | — | $2.2M | 0.5% | |
| PGIM Investments PGIM Global Total Return N/A | Other securities | — | — | $2.1M | 0.5% | |
| Baron SmallCap N/A | Other securities | — | — | $1.6M | 0.4% | |
| Victory Capital Management, Inc. Victory Sycamore Sm Co Oppty Fund N/A | Common Stock | — | — | $1.2M | 0.3% | |
| Capital Group American Funds 2010 Target Date Retire R6 N/A | Common Stock | — | — | $476K | 0.1% | |
| MassMutual US Gov Money Market N/A | Cash / Money Market | — | — | $55K | <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 |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | — | MILWAUKEE, WI | NONE | $25K | — |
