Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
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 500 Index | Other securities | — | — | $1.6M | 11.1% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $1.4M | 9.5% | |
| Fidelity International Index | Other securities | — | — | $975K | 6.9% | |
| JP Morgan Chase JP Morgan Chase Large Cap Growth R6 | Other securities | — | — | $834K | 5.9% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $725K | 5.1% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $716K | 5.0% | |
| Columbia Dividend Income Instl | Other securities | — | — | $716K | 5.0% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $700K | 4.9% | |
| Fidelity Mid Cap Index | Other securities | — | — | $698K | 4.9% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $551K | 3.9% | |
| Fidelity Balance Fund | Other securities | — | — | $511K | 3.6% | |
| Fidelity Small Cap Index | Other securities | — | — | $471K | 3.3% | |
| John Hancock John Hancock Bond R6 | Other securities | — | — | $462K | 3.2% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $423K | 3.0% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $397K | 2.8% | |
| Participant Loans 3.25% to 8.50% | Bonds / Notes | — | — | $373K | 2.6% | |
| Allspring Allpsring Special Mid Cap Value R6 | Other securities | — | — | $371K | 2.6% | |
| Fidelity US Bond Index | Other securities | — | — | $336K | 2.4% | |
| Fidelity Small Cap Growth K6 | Other securities | — | — | $302K | 2.1% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $297K | 2.1% | |
| ClearBridge International Growth I | Other securities | — | — | $258K | 1.8% | |
| UM Funds Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $232K | 1.6% | |
| Dodge & Cox Dodge & Cox International Stock - X | Other securities | — | — | $227K | 1.6% | |
| Janus Henderson Developed World Bond I | Other securities | — | — | $189K | 1.3% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $174K | $174K | 1.2% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $173K | 1.2% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $147K | 1.0% | |
| BlackRock High Yield Bond Inv A | Other securities | — | — | $98K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $67K | 0.5% | |
| Vanguard Target Retirement Income Inv 324 Vanguard Treasury Money Market INV | Cash / Money Market | — | — | $42K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
