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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Moderate Allocation R6 | Other securities | — | — | $20.4M | 34.5% | |
| MFS Growth Allocation R6 | Other securities | — | — | $15.7M | 26.6% | |
| MFS Aggressive Growth Allocation R6 | Other securities | — | — | $5.2M | 8.7% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $3.0M | 5.1% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $2.7M | 4.6% | |
| MFS Conservative Allocation R6 | Other securities | — | — | $964K | 1.6% | |
| FLEXPATH STABLE VALUE CI R1 GREAT GRAY TRUST COMPANY · EIN 38-7271391 / PN 772 | Common Collective Trust | — | — | $880K | 1.5% | |
| PGIM Investments PGIM Total Return Bond | Other securities | — | — | $833K | 1.4% | |
| COLUMBIA TRUST STABLE GOVERNMENT AD AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 059 | Common Collective Trust | — | — | $763K | 1.3% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $676K | 1.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $622K | 1.1% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $607K | 1.0% | |
| Victory Capital Victory Sycamore Established Value R6 | Other securities | — | — | $595K | 1.0% | |
| BlackRock Equity Dividend Instl | Other securities | — | — | $453K | 0.8% | |
| Vanguard International Value Fund | Other securities | — | — | $442K | 0.7% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $439K | 0.7% | |
| BNY Mellon BNY Mellon Worldwide Growth I | Other securities | — | — | $435K | 0.7% | |
| PGIM Investments PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $413K | 0.7% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $391K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $269K | 0.5% | |
| DWS Reef Real Estate Securities R6 | Other securities | — | — | $261K | 0.4% | |
| DFA Emerging Markets Core Equity | Other securities | — | — | $204K | 0.3% | |
| First Eagle First Eagle Global R6 | Other securities | — | — | $199K | 0.3% | |
| ClearBridge Small Cap Growth IS | Other securities | — | — | $195K | 0.3% | |
| Vanguard Total Int'l Stock Index Admiral | Other securities | — | — | $185K | 0.3% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $183K | 0.3% | |
| Fidelity Advisor International Growth Z | Other securities | — | — | $138K | 0.2% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $132K | 0.2% | |
| BlackRock LifePath Index Retire K | Mutual Funds | — | — | $119K | 0.2% | |
| PIMCO CommoditiesPLUS Strategy Instl | Other securities | — | — | $109K | 0.2% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $103K | 0.2% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $101K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $32K | <0.1% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $20K | <0.1% | |
| EMERGING MARKETS FUND CLASS R1 AST WILMINGTON TRUST · EIN 86-1819869 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
