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 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 | Other securities | — | — | $1.3M | 14.4% | |
| Fidelity 500 Index | Other securities | — | — | $1.0M | 11.4% | |
| Fidelity Freedom Index 2050 | Other securities | — | — | $917K | 10.3% | |
| Fidelity Freedom Index 2025 | Other securities | — | — | $746K | 8.4% | |
| Fidelity Freedom Index 2040 | Other securities | — | — | $718K | 8.0% | |
| Fidelity Freedom Index 2030 | Other securities | — | — | $682K | 7.6% | |
| Fidelity Freedom Index 2045 | Other securities | — | — | $595K | 6.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $508K | 5.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $374K | 4.2% | |
| Fidelity Freedom Index 2055 | Other securities | — | — | $324K | 3.6% | |
| Fidelity Extended Market Index | Other securities | — | — | $305K | 3.4% | |
| Blackrock Total Return K | Other securities | — | — | $177K | 2.0% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $162K | 1.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $150K | 1.7% | |
| Fidelity Freedom Index 2010 | Other securities | — | — | $147K | 1.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $145K | 1.6% | |
| Fidelity Freedom Index 2060 | Other securities | — | — | $133K | 1.5% | |
| Fidelity Global Ex US Index | Other securities | — | — | $127K | 1.4% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $104K | 1.2% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $90K | 1.0% | |
| Fidelity Freedom Index 2020 | Other securities | — | — | $74K | 0.8% | |
| Fidelity Freedom Index 2015 | Other securities | — | — | $54K | 0.6% | |
| Fidelity Freedom Index 2065 | Other securities | — | — | $51K | 0.6% | |
| Fidelity US Bond Index | Other securities | — | — | $46K | 0.5% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $199 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
