This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DRYDEN S&P 500 INDEX - ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $30.1M | 15.7% |
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $25.5M | 13.3% |
| LARGE CAP VALUE/LSV ASSET MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 |
Pooled Separate Account |
| $18.4M |
| 9.6% |
| INTL BLD/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | $14.8M | 7.7% |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $13.2M | 6.9% |
| MID CAP GROWTH/TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | $10.0M | 5.2% |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | $7.8M | 4.1% |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | $7.4M | 3.8% |
| SA/INVESCO SCG STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | $6.6M | 3.5% |
| REAL ESTATE/COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | $1.7M | 0.9% |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $1.6M | 0.8% |
