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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RFS OPCO LLC DBA ROCKEFELLER FINANC | — | NEW YORK, NY | INVESTMENT ADVISOR | $26K | — |
| EMPOWER ADVISORY GROUP, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index I | Other securities | — | — | $897K | 8.6% | |
| American Funds Capital World Growth & Inc R6 | Common Stock | — | — | $862K | 8.3% | |
| Nuveen Lifecyle 2035 Instl | Other securities | — | — | $830K | 8.0% | |
| Nuveen Lifecyle 2040 Instl | Other securities | — | — | $799K | 7.7% | |
| Nuveen Lifecyle 2025 Instl | Other securities | — | — | $670K | 6.4% | |
| Nuveen Lifecyle 2030 Instl | Other securities | — | — | $651K | 6.3% | |
| American Funds US Government Securities R6 | Other securities | — | — | $576K | 5.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST CO. · EIN 47-4901709 / PN 001 | Common Collective Trust | — | — | $552K | 5.3% | |
| American Funds Growth Fund of America R6 | Other securities | — | — | $514K | 4.9% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $419K | 4.0% | |
| Nuveen Lifecyle 2050 Instl | Other securities | — | — | $409K | 3.9% | |
| Participant Loans Various 3.25 to 10.5 | Participant loans | — | — | $361K | 3.5% | |
| Nuveen Lifecyle 2045 Instl | Other securities | — | — | $315K | 3.0% | |
| American Funds American Mutual R6 | Other securities | — | — | $291K | 2.8% | |
| iShares Russell 2000 Small-Cap Index K | Other securities | — | — | $234K | 2.2% | |
| Putnam Large Cap Value Y | Other securities | — | — | $217K | 2.1% | |
| Nuveen Lifecyle 2015 Instl | Other securities | — | — | $211K | 2.0% | |
| John Hancock International Growth R6 | Other securities | — | — | $206K | 2.0% | |
| Nuveen Dividend Growth I | Other securities | — | — | $198K | 1.9% | |
| Oakmark International Instl | Other securities | — | — | $169K | 1.6% | |
| Nuveen Lifecyle 2055 Instl | Other securities | — | — | $136K | 1.3% | |
| Nuveen Lifecyle 2020 Instl | Other securities | — | — | $133K | 1.3% | |
| Putnam Dynamic Asset Allocation Growth Y | Other securities | — | — | $126K | 1.2% | |
| Virtus KAR Small-Cap Core R6 | Other securities | — | — | $125K | 1.2% | |
| Nuveen Lifecyle 2060 Instl | Other securities | — | — | $113K | 1.1% | |
| John Hancock Strategic Income Opps R6 | Other securities | — | — | $90K | 0.9% | |
| Nuveen Lifecyle 2010 Instl | Other securities | — | — | $84K | 0.8% | |
| Putnam Dynamic Asset Allocation Balanced Y | Other securities | — | — | $83K | 0.8% | |
| Virtus SGA Emerging Markets Equity R6 | Other securities | — | — | $76K | 0.7% | |
| Lord Abbett High Yield R6 | Other securities | — | — | $30K | 0.3% | |
| Virtus Newfleet Multi-Sector S Term Bnd I | Other securities | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $14K |
| — |
