Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $93K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Mutual Funds | — | — | $12.5M | 15.7% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $11.2M | 14.2% | |
| T. Rowe Price Large Cap Value Mutual Fund | Other securities | — | — | $9.5M | 12.0% | |
| NYL Guaranteed Interest Account Fully Responsive Benefit Contract | Other securities | — | — | $6.3M | 8.0% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Other securities | — | — | $5.0M | 6.3% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $4.8M | 6.1% | |
| Fidelity US Bond Index Mutual Fund | Other securities | — | — | $3.8M | 4.8% | |
| Dodge & Cox International Stock X Mutual Fund | Other securities | — | — | $3.5M | 4.4% | |
| Clearbridge International Growth IS Mutual Fund | Other securities | — | — | $3.0M | 3.8% | |
| Fidelity Mid Cap Index Mutual Fund | Other securities | — | — | $2.8M | 3.6% | |
| T. Rowe Price Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $2.8M | 3.6% | |
| American Funds New World R6 Mutual Fund | Other securities | — | — | $2.6M | 3.3% | |
| Fidelity International Index Mutual Fund | Other securities | — | — | $2.5M | 3.2% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $2.5M | 3.2% | |
| Franklin Small Cap Value R6 Mutual Fund | Other securities | — | — | $2.2M | 2.8% | |
| Fidelity Small Cap Index Mutual Fund | Other securities | — | — | $2.1M | 2.6% | |
| Federated Hermes Institutional High Yield BD Mutual Fund | Other securities | — | — | $1.9M | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
