Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 90-0779283 | GREENWOOD VILLAGE ROAD, CO | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS WASHINGTON MUTUAL R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $1.2M | 11.9% | |
| Massachusetts Mutual Life Insurance Company Investment Contract Investment contract, General Account at contract value | Other securities | — | — | $1.1M | 11.0% | |
| T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $4K | $1.1M | 10.8% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | $2K | $739K | 7.5% | |
| MM S&P 500 (R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $733K | 7.4% | |
| AMERICAN FUNDS CAPITAL WORLD INVS R AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $714K | 7.2% | |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $656K | 6.6% | |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $2K | $630K | 6.4% | |
| COLUMBIA SMALL CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $1K | $546K | 5.5% | |
| MassMutual Disciplined Growth Fund 530 shares | Other securities | — | — | $494K | 5.0% | |
| MASS MUTUAL DISCIPLINED GR ADM MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $494K | 5.0% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1K | $422K | 4.3% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $401K | 4.1% | |
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $256K | 2.6% | |
| T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $233K | 2.4% | |
| FIDELITY ADVISOR TOTAL BOND M FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1K | $176K | 1.8% | |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $126K | 1.3% | |
| MASSMUTUAL 20/80 ALLOCATION SVC MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $114K | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $73K | 0.7% | |
| T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INS COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $63K | 0.6% | |
| MASSMUTUAL MID CAP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $43K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| MASSMUTUAL 80/20 ALLOCATION SVC MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $34K | 0.3% | |
| MASSMUTUAL HIGH YIELD ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| MassMutual Inflation-Protected and Income Fund 62 shares | Other securities | — | — | $15K | 0.2% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| INVESCO REAL ESTATE Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| INVESCO INTERMEDIATE BOND FACTOR A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| TEMPLETON GLOBAL BOND ADV FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
