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 |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | NONE | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $70K | — |
| THE SEGAL COMPANY (EASTERN STATE) |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $488.4M | 13.9% |
| LARGE CAP VALUE/LSV ASSET MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | $366.6M | 10.4% |
| INTERNATIONAL BLEND WELLINGTON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | $261.5M | 7.5% |
| SMALL CAP VALUE/KENNEDY CAPITAL FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | $229.7M | 6.5% |
| SMALL CAP GROWTH FUND II/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 319 | Pooled Separate Account | $210.4M | 6.0% |
| DRYDEN S & P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $126.0M | 3.6% |
| CORE PLUS BOND/REAMS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 040 | Pooled Separate Account | $41.9M | 1.2% |
| EMPOWER AGGRESSIVE GROWTH FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 166 | Pooled Separate Account | $31.6M | 0.9% |
| EB TEMPORARY INVESTMENT FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $26.2M | 0.7% |
| HIGH YIELD BOND/PRUDENTIAL FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | $11.7M | 0.3% |
| MID CAP GROWTH/TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | $8.7M | 0.2% |
| MID CAP VALUE/INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | $8.7M | 0.2% |
| 13-1835864 |
| — |
| NONE |
| $14K |
| — |
| KAUFF MCGUIRE & MARGOLIS LLP | 13-3573855 | — | NONE | $9K | — |
