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 | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2030 R6 # | Other securities | — | — | $2.4M | 14.1% | |
| American Funds Target Date Retirement 2035 R6 # | Other securities | — | — | $2.3M | 13.8% | |
| American Funds Target Date Retirement 2045 R6 # | Other securities | — | — | $1.5M | 8.9% | |
| American Funds Growth Fund Of America R6 # | Other securities | — | — | $1.5M | 8.6% | |
| American Funds Target Date Retirement 2050 R6 # | Other securities | — | — | $1.1M | 6.4% | |
| American Funds Washington Mutual R6 # | Other securities | — | — | $1.0M | 6.0% | |
| Vanguard Mid Cap Index Fund - Admiral # | Other securities | — | — | $773K | 4.6% | |
| Vanguard Small Cap Index Adm # | Other securities | — | — | $691K | 4.1% | |
| American Funds Target Date Retirement 2055 R6 # | Other securities | — | — | $687K | 4.1% | |
| Vanguard 500 Index Admiral # | Other securities | — | — | $672K | 4.0% | |
| American Funds Target Date Retirement 2040 R6 # | Other securities | — | — | $480K | 2.8% | |
| Vanguard Growth Index Adm # | Other securities | — | — | $469K | 2.8% | |
| American Funds Target Date Retirement 2025 R6 # | Other securities | — | — | $408K | 2.4% | |
| American Funds Europacific Gr R6 # | Other securities | — | — | $285K | 1.7% | |
| Vanguard Value Index Adm # | Other securities | — | — | $246K | 1.5% | |
| American Funds Target Date Retirement 2060 R6 # | Other securities | — | — | $246K | 1.5% | |
| Vanguard Real Estate Index Admiral # | Other securities | — | — | $238K | 1.4% | |
| American Funds Target Date Retirement 2065 R6 # | Other securities | — | — | $199K | 1.2% | |
| American Funds New World R6 # | Other securities | — | — | $162K | 1.0% | |
| Oakmark Equity And Income Institutional # | Other securities | — | — | $154K | 0.9% | |
| Vanguard Total Intl Stock Index Admiral # | Other securities | — | — | $140K | 0.8% | |
| American Funds Target Date Retirement 2015 R6 # | Other securities | — | — | $105K | 0.6% | |
| American Funds Target Date Retirement 2010 R6 # | Other securities | — | — | $80K | 0.5% | |
| Hotchkis & Wiley Small Cap Value Z # | Other securities | — | — | $70K | 0.4% | |
| First Pacific Advisors Crescent Fund # | Other securities | — | — | $60K | 0.4% | |
| Vanguard Interm-Term Investment-Grade Ad # | Other securities | — | — | $54K | 0.3% | |
| American Funds Target Date Retirement 2020 R6 # | Other securities | — | — | $34K | 0.2% | |
| BlackRock High Yield Bond Portfolio K # | Other securities | — | — | $30K | 0.2% | |
| Pimco Gnma & Government Securities Inst # | Agency / Mortgage-Backed | — | — | $23K | 0.1% | |
| Vanguard Emerging Markets Stock Index Admiral # | Other securities | — | — | $18K | 0.1% | |
| Metropolitan West Total Return Bond Plan # | Other securities | — | — | $15K | <0.1% | |
| John Hancock Disciplined Value Intl R6 # | Other securities | — | — | $15K | <0.1% | |
| First Eagle Global R6 # | Other securities | — | — | $13K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm # | Other securities | — | — | $8K | <0.1% | |
| Lord Abbett Bond Debenture R6 # | U.S. Treasuries | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
