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 |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDINGS INC. | 13-2624428 | — | RECORDKEEPER | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | OTHER | $12K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192509 / PN 001 | Common Collective Trust | $3.2M | 11.2% |
| T ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6596089 / PN 001 | Common Collective Trust | $2.5M | 8.9% |
| JPMCB STABLE ASSET INCOME F15 JP MORGAN FUNDS · EIN 20-1978950 / PN 001 |
Common Collective Trust |
| $1.8M |
| 6.5% |
| T ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6493445 / PN 001 | Common Collective Trust | $1.7M | 6.2% |
| T ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192720 / PN 001 | Common Collective Trust | $1.7M | 5.9% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.5M | 5.3% |
| T ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658473 / PN 001 | Common Collective Trust | $701K | 2.5% |
| T ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658226 / PN 001 | Common Collective Trust | $564K | 2.0% |
| T ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-2611309 / PN 001 | Common Collective Trust | $558K | 2.0% |
| T ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-1011718 / PN 001 | Common Collective Trust | $199K | 0.7% |
| T ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7193113 / PN 001 | Common Collective Trust | $64K | 0.2% |
| T ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1790880 / PN 001 | Common Collective Trust | $2K | <0.1% |
| T ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658059 / PN 001 | Common Collective Trust | $1K | <0.1% |
