Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc Prin LifeTime 2015 R6 Fund | Common Stock | — | — | $1.1M | 13.0% | |
| Principal Funds Inc Prin LifeTime 2040 R6 Fund | Common Stock | — | — | $958K | 11.8% | |
| Principal Funds Inc Prin LifeTime 2045 R6 Fund | Common Stock | — | — | $808K | 9.9% | |
| Principal Funds Inc Prin LifeTime 2030 R6 Fund | Common Stock | — | — | $799K | 9.8% | |
| Principal Funds Inc Prin LifeTime 2035 R6 Fund | Common Stock | — | — | $698K | 8.6% | |
| Principal Funds Inc Prin LifeTime 2020 R6 Fund | Common Stock | — | — | $479K | 5.9% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $462K | 5.7% | |
| Baird Asset Management Baird Core Plus Bond Inst | Other securities | — | — | $330K | 4.1% | |
| Principal Funds Inc Prin LifeTime 2050 R6 Fund | Common Stock | — | — | $310K | 3.8% | |
| Principal Funds Inc Prin LifeTime 2025 R6 Fund | Common Stock | — | — | $247K | 3.0% | |
| Principal Funds Inc Prin LifeTime 2055 R6 Fund | Common Stock | — | — | $142K | 1.7% | |
| American Funds American Funds Growth Fund of America R6 | Other securities | — | — | $122K | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index | Other securities | — | — | $121K | 1.5% | |
| Vanguard Equity Vanguard Equity-Income Adm | Other securities | — | — | $110K | 1.4% | |
| Principal Funds Inc Prin LifeTime 2060 R6 Fund | Common Stock | — | — | $110K | 1.4% | |
| Empower Guaranteed Interest Fund | Other securities | — | — | $99K | 1.2% | |
| Empower T. Rowe Price Mid Cap Gr Inst | Other securities | — | — | $88K | 1.1% | |
| Fidelity Investments Fidelity Total Index International | Other securities | — | — | $86K | 1.1% | |
| American Funds American Funds Europacific GR R6 | Other securities | — | — | $84K | 1.0% | |
| Participant loans Interest rates range from 7.25% to 9.50% - | Bonds / Notes | — | — | $83K | 1.0% | |
| Principal Funds Inc Principal Real Estate Securities R5 | Common Stock | — | — | $72K | 0.9% | |
| DFA Securities DFA Emerging Markets Core Equity I | Other securities | — | — | $60K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index | Other securities | — | — | $55K | 0.7% | |
| Principal Funds Inc Principal Small Cap Growth I R6 | Common Stock | — | — | $54K | 0.7% | |
| Principal Funds Inc Prin LifeTime 2065 R6 Fund | Common Stock | — | — | $53K | 0.6% | |
| Brandywine Global Brandwine Global Opps Bond Is | Other securities | — | — | $39K | 0.5% | |
| American Century Funds American Century Mid Cap Value R6 | Other securities | — | — | $37K | 0.5% | |
| PIMCO Rae Us Small Instl | Other securities | — | — | $29K | 0.4% | |
| CREF Stock R1 | Other securities | — | — | $20K | 0.2% | |
| CREF Equity Index R1 | Other securities | — | — | $19K | 0.2% | |
| CREF Global Equities R1 | Other securities | — | — | $19K | 0.2% | |
| CREF Social Choice R1 | Other securities | — | — | $15K | 0.2% | |
| TIAA Traditional Annuity Contract (FBR) | Other securities | — | — | $9K | 0.1% | |
| TIAA Real Estate | Other securities | — | — | $8K | <0.1% | |
| CREF Core Bond R1 | Other securities | — | — | $8K | <0.1% | |
| TIAA Access Lg-Cap Gr T4 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE VIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT; | $2K | — |
