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 | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 K | Mutual Funds | — | — | $6.8M | 16.7% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $5.8M | 14.3% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $5.1M | 12.6% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | — | $4.8M | 11.7% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $3.8M | 9.4% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $2.9M | 7.2% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $2.3M | 5.6% | |
| * Mass Mutual SF Guaranteed | Guaranteed Income / GIC | — | — | $1.7M | 4.1% | |
| Vanguard Total Stock Mkt Idx Adm | Other securities | — | — | $1.5M | 3.7% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $1.3M | 3.2% | |
| Vanguard Large Cap Index Adm | Other securities | — | — | $650K | 1.6% | |
| with maturity dates from June 2025 to August 2032 - | Other securities | — | — | $632K | 1.5% | |
| Vanguard Mid Cap Index Fund - Admiral | Other securities | — | — | $600K | 1.5% | |
| Vanguard Tot Intl Stock Index Admiral | Other securities | — | — | $447K | 1.1% | |
| AllianceBernstein Large Cap Growth A | Other securities | — | — | $380K | 0.9% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $358K | 0.9% | |
| Vanguard Global Equity Fund | Other securities | — | — | $331K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm | Other securities | — | — | $290K | 0.7% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $284K | 0.7% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $156K | 0.4% | |
| Dodge & Cox Income X | Other securities | — | — | $150K | 0.4% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $111K | 0.3% | |
| Victory Capital Sycamore Established Valued R6 | Other securities | — | — | $99K | 0.2% | |
| Goldman Sachs Small Cap Gr Insights R6 | Other securities | — | — | $50K | 0.1% | |
| Invesco Discovery Mid Cap Growth R6 | Other securities | — | — | $48K | 0.1% | |
| PIMCO Income Instl | Other securities | — | — | $34K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $32K | <0.1% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
