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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund | Other securities | — | — | $1.3M | 23.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | 7,380.754 | — | $618K | 10.9% | |
| Vanguard 500 Index Admiral | Other securities | 958.147 | — | $520K | 9.2% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | 5,863.219 | — | $457K | 8.1% | |
| Fidelity Total Bond K6 | Other securities | 47,542.544 | — | $414K | 7.3% | |
| Columbia Dividend Income Instl 2 | Other securities | 9,490.704 | — | $319K | 5.6% | |
| American Funds Europacific GR R6 | Other securities | 4,735.752 | — | $254K | 4.5% | |
| T. Rowe Price Mid-Cap Value | Other securities | 7,962.028 | — | $254K | 4.5% | |
| American Funds American Balanced R6 | Other securities | 6,841.639 | — | $235K | 4.2% | |
| Vanguard Target Retirement 2040 Investment | Other securities | 5,230.053 | — | $226K | 4.0% | |
| Vanguard Target Retirement 2030 Investment | Other securities | 4,841.498 | — | $183K | 3.2% | |
| Vanguard Total International Stock Index Admiral | Other securities | 5,595.913 | — | $177K | 3.1% | |
| Vanguard Target Retirement 2050 Investment | Other securities | 2,989.641 | — | $149K | 2.6% | |
| Vanguard REIT Index Admiral | Common Stock | 1,105.105 | — | $140K | 2.5% | |
| Notes Receivable from Participants | Other securities | — | — | $104K | 1.8% | |
| Vanguard Target Retirement 2060 Investment | Other securities | 1,326.489 | — | $68K | 1.2% | |
| Vanguard Target Retirement 2055 Investment | Other securities | 1,200.395 | — | $67K | 1.2% | |
| Vanguard Target Retirement 2045 Investment | Other securities | 1,637.564 | — | $49K | 0.9% | |
| Vanguard Target Retirement 2065 Investment | Other securities | 1,149.66 | — | $39K | 0.7% | |
| Vanguard Target Retirement 2025 Investment | Other securities | 1,514.932 | — | $28K | 0.5% | |
| Vanguard Target Retirement 2035 Investment | Other securities | 945.998 | — | $23K | 0.4% | |
| Vanguard Target Retirement 2020 Investment | Other securities | 560.178 | — | $15K | 0.3% | |
| Vanguard Target Retirement Income Inv | Other securities | 20.643 | — | $270 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
