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 | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $148K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2055 Fund | Common Stock | — | — | $4.9M | 13.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | Common Stock | — | — | $4.5M | 12.4% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund | Common Stock | — | — | $4.4M | 12.1% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | Common Stock | — | — | $3.9M | 10.9% | |
| Vanguard Group Vanguard 500 Index Fund | Common Stock | — | — | $3.1M | 8.7% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | Common Stock | — | — | $2.7M | 7.6% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | Common Stock | — | — | $2.7M | 7.5% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund | Common Stock | — | — | $1.6M | 4.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $1.4M | 3.9% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | Common Stock | — | — | $1.1M | 3.2% | |
| Vanguard Group Vanguard Mid Cap Index Fund | Common Stock | — | — | $699K | 1.9% | |
| Vanguard Group Vanguard Small Cap Index Fund | Common Stock | — | — | $649K | 1.8% | |
| Janus Henderson Investors Janus Henderson Enterprise Fund | Other securities | — | — | $430K | 1.2% | |
| Principal Equity Income Fund | Other securities | — | — | $418K | 1.2% | |
| Vanguard Group Vanguard Treasury Money Market Fund | Cash / Money Market | — | — | $410K | 1.1% | |
| Victory Capital Management Victory Sycamore Established Value Fund | Other securities | — | — | $373K | 1.0% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | Common Stock | — | — | $361K | 1.0% | |
| American Funds American Funds Europacific Growth Fund | Other securities | — | — | $343K | 1.0% | |
| Participants Notes receivable from participants (interest | Other securities | — | — | $309K | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | Common Stock | — | — | $262K | 0.7% | |
| BlackRock Total Return Fund | Other securities | — | — | $223K | 0.6% | |
| Harbor Capital Harbor Small Cap Value Fund | Other securities | — | — | $152K | 0.4% | |
| Vanguard Group Vanguard Target Retirement Income Fund | Common Stock | — | — | $141K | 0.4% | |
| Janus Henderson Investors Janus Henderson Triton Fund | Other securities | — | — | $135K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
