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 | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $39K | — |
| TFB ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual fund | Other securities | — | — | $5.8M | 15.1% | |
| American Funds 2055 Target Date Mutual fund | Other securities | — | — | $4.2M | 10.9% | |
| American Funds 2060 Target Date Mutual fund | Other securities | — | — | $3.0M | 7.8% | |
| T Row e Price Grow th Stock Mutual fund | Other securities | — | — | $2.7M | 7.0% | |
| American Funds 2040 Target Date Mutual fund | Other securities | — | — | $2.6M | 6.8% | |
| American Funds 2035 Target Date Mutual fund | Other securities | — | — | $2.5M | 6.4% | |
| American Funds 2045 Target Date Mutual fund | Other securities | — | — | $2.2M | 5.6% | |
| American Funds 2050 Target Date Mutual fund | Other securities | — | — | $2.1M | 5.6% | |
| DFA Large Cap International Mutual fund | Other securities | — | — | $1.4M | 3.6% | |
| Vanguard Small-Cap Value Index Mutual fund | Other securities | — | — | $1.2M | 3.2% | |
| Vanguard Value Index Mutual fund | Other securities | — | — | $1.1M | 2.8% | |
| American Funds Balanced Mutual fund | Other securities | — | — | $934K | 2.4% | |
| Vanguard Mid-Cap Grow th Index Mutual fund | Other securities | — | — | $923K | 2.4% | |
| American Funds 2030 Target Date Mutual fund | Other securities | — | — | $913K | 2.4% | |
| American Funds 2025 Target Date Mutual fund | Other securities | — | — | $798K | 2.1% | |
| EI Fixed Account - Series Class II Fixed annuity | Other securities | — | — | $762K | 2.0% | |
| American Century Mid Cap Value Mutual fund | Other securities | — | — | $662K | 1.7% | |
| Vanguard Mid Cap Index Mutual fund | Other securities | — | — | $564K | 1.5% | |
| Vanguard Small-Cap Grow th Index Mutual fund | Other securities | — | — | $502K | 1.3% | |
| Western Asset Core Plus Bond Mutual fund | Other securities | — | — | $477K | 1.2% | |
| Vanguard Real Estate Index Mutual fund | Other securities | — | — | $418K | 1.1% | |
| Janus Henderson Global Technology Mutual fund | Other securities | — | — | $365K | 0.9% | |
| BlackRock High Yield Bond Mutual fund | Other securities | — | — | $356K | 0.9% | |
| DFA US Small Cap Mutual fund | Other securities | — | — | $306K | 0.8% | |
| American Funds 2065 Target Date Mutual fund | Other securities | — | — | $298K | 0.8% | |
| American Funds Retirement Income Mutual fund | Other securities | — | — | $277K | 0.7% | |
| Vanguard Total International Bond Index Mutual fund | Other securities | — | — | $195K | 0.5% | |
| American Funds 2020 Target Date Mutual fund | Other securities | — | — | $189K | 0.5% | |
| American Funds 2015 Target Date Mutual fund | Other securities | — | — | $178K | 0.5% | |
| Vanguard Inflation Protected Securities Mutual fund | Other securities | — | — | $178K | 0.5% | |
| American Century Small Cap Grow th Mutual fund | Other securities | — | — | $137K | 0.4% | |
| Mass Mutual US Government Money market | Cash / Money Market | — | — | $98K | 0.3% | |
| American Century Emerging Markets Mutual fund | Other securities | — | — | $97K | 0.3% | |
| American Funds New World Mutual fund | Other securities | — | — | $88K | 0.2% | |
| Calvert Short Duration Mutual fund | Other securities | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $11K |
| — |
