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 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2045 R6 | Other securities | — | — | $1.6M | 20.4% | |
| MFS Lifetime 2030 R6 | Other securities | — | — | $1.1M | 14.3% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $950K | 12.4% | |
| MFS Lifetime 2035 R6 | Other securities | — | — | $798K | 10.5% | |
| MFS Lifetime 2065 R6 551 MFS Lifetime Income R6 | Other securities | — | — | $367K | 4.8% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $363K | 4.8% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $277K | 3.6% | |
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $255K | 3.3% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $254K | 3.3% | |
| MFS Lifetime 2025 R6 | Other securities | — | — | $150K | 2.0% | |
| MFS Lifetime 2040 R6 | Other securities | — | — | $140K | 1.8% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $138K | 1.8% | |
| MFS Lifetime 2055 R6 | Other securities | — | — | $128K | 1.7% | |
| Federated Hermes MDT Small Cap Core IS | Other securities | — | — | $124K | 1.6% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $111K | 1.5% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $105K | 1.4% | |
| Fidelity Short Term Bond Index Instl Prm | Other securities | — | — | $87K | 1.1% | |
| AllianceBernstein Large Cap Growth I | Other securities | — | — | $84K | 1.1% | |
| Federated Hermes Govt Obligations Fd Prm | Other securities | — | — | $79K | 1.0% | |
| Vanguard Inflation-Protected Secs Adm | Other securities | — | — | $58K | 0.8% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $31K | 0.4% | |
| Blackrock Advantage International K | Other securities | — | — | $30K | 0.4% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $20K | 0.3% | |
| Pioneer Strategic Income K | Other securities | — | — | $18K | 0.2% | |
| Cohen & Steers Real Estate Securities I | Other securities | — | — | $14K | 0.2% | |
| Separate Account- * Mutual of America Separate Account No. 2 | Other securities | — | — | $14K | 0.2% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $13K | 0.2% | |
| MFS Lifetime 2060 R6 | Other securities | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 56-1606387 |
| RALEIGH, NC |
| CONTRACT ADMIN |
| $925 |
| — |
