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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $250 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 97.9% | |
| JPMorgan JP Morgan SmartRetirement 2030 R6 | Other securities | — | — | $627K | 21.5% | |
| JPMorgan JP Morgan SmartRetirement 2035 R6 | Other securities | — | — | $408K | 14.0% | |
| JPMorgan JP Morgan SmartRetirement 2025 R6 | Other securities | — | — | $379K | 13.0% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $301K | 10.3% | |
| JPMorgan JP Morgan SmartRetirement 2055 R6 | Other securities | — | — | $231K | 7.9% | |
| JPMorgan JP Morgan SmartRetirement 2040 R6 | Other securities | — | — | $212K | 7.3% | |
| JPMorgan JP Morgan SmartRetirement 2045 R6 | Other securities | — | — | $129K | 4.4% | |
| JPMorgan JP Morgan SmartRetirement Income R6 | Other securities | — | — | $108K | 3.7% | |
| Vanguard Total International Stock Index Admiral | Other securities | — | — | $80K | 2.8% | |
| Vanguard Mid-Cap Index Admiral | Other securities | — | — | $75K | 2.6% | |
| Massachusetts Mutual Life Insurance Company MassMutual Fixed Account | Other securities | — | — | $62K | 2.1% | |
| JPMorgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $56K | 1.9% | |
| JPMorgan JP Morgan SmartRetirement 2050 R6 | Other securities | — | — | $53K | 1.8% | |
| PIMCO Income Fund Institutional Class | Other securities | — | — | $43K | 1.5% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $36K | 1.2% | |
| American Funds American Funds Europacific Growth R6 | Other securities | — | — | $32K | 1.1% | |
| BlackRock Total Return K | Other securities | — | — | $25K | 0.9% | |
| MFS Value R6 | Other securities | — | — | $25K | 0.8% | |
| Vanguard Small-Cap Index Admiral | Other securities | — | — | $21K | 0.7% | |
| MassMutual Small Cap Opportunities Fund | Other securities | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $15K |
| — |
