Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO | — | GREENWOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
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 Investments 500 Index | Other securities | — | — | $19.2M | 27.1% | |
| Vanguard Funds Life Strategy Growth | Other securities | — | — | $5.5M | 7.8% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $5.1M | 7.1% | |
| PIONEER MULTI-SECTOR FIXED INCOME PIONEER · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $3.0M | 4.3% | |
| T ROWE PRICE RETIREMENT 2035 TR J T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.2% | |
| Vanguard Funds Life Strategy Moderate Growth | Other securities | — | — | $2.7M | 3.8% | |
| JP Morgan Mid Cap Equity | Other securities | — | — | $2.6M | 3.6% | |
| T ROWE PRICE RETIREMENT 2050 TR J T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.5% | |
| THE STANDARD STABLE ASSET X THE STANDARD · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $2.3M | 3.3% | |
| MFS Investments Value Fund | Other securities | — | — | $2.3M | 3.2% | |
| Victory Funds Sycamore Small Company Opportunity | Other securities | — | — | $2.2M | 3.1% | |
| Dodge & Cox Funds International Stock | Other securities | — | — | $2.1M | 3.0% | |
| T ROWE PRICE RETIREMENT 2040 TR J T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.5% | |
| Virtus Funds Duff & Phelps Real Estate Securities | Other securities | — | — | $1.5M | 2.2% | |
| Fidelity Investments US Bond Index | Other securities | — | — | $1.4M | 1.9% | |
| T ROWE PRICE RETIREMENT 2045 TR J T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| Fidelity Investments Total International Index | Other securities | — | — | $1.3M | 1.8% | |
| Fidelity Investments Small Cap Growth | Other securities | — | — | $1.3M | 1.8% | |
| Fixed Annuity Contract * Empower EI Fixed Account - Series Class IV | Other securities | — | — | $1.2M | 1.7% | |
| Fidelity Investments Advisor International Small Cap | Other securities | — | — | $1.2M | 1.7% | |
| T ROWE PRICE RETIREMENT 2030 TR J T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Vanguard Funds Life Strategy Income | Other securities | — | — | $1.2M | 1.6% | |
| JHANCOCK CORE FIXED INCOME TRUST 14 JOHN HANCOCK · EIN 85-6153745 / PN 004 | Common Collective Trust | — | — | $983K | 1.4% | |
| Vanguard Funds Life Strategy Conservative Growth | Other securities | — | — | $677K | 1.0% | |
| T ROWE PRICE RETIREMENT 2025 TR J T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $667K | 0.9% | |
| T ROWE PRICE RETIREMENT 2020 TR J T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $665K | 0.9% | |
| T ROWE PRICE RETIREMENT 2060 TR J T. ROWE PRICE · EIN 38-7010947 / PN 001 | Common Collective Trust | — | — | $528K | 0.7% | |
| T ROWE PRICE RETIREMENT 2055 TR J T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $501K | 0.7% | |
| Participant Loans Interest rates of 4.25% to 9.5% | Bonds / Notes | — | — | $352K | 0.5% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $333K | 0.5% | |
| Interest-Bearing Cash (Money Market) Dreyfus U.S. Government Money Market | Cash / Money Market | — | — | $272K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TR J T. ROWE PRICE · EIN 38-7010948 / PN 001 | Common Collective Trust | — | — | $94K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR J T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 TR J T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $644 | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR D T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR D T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2055 TR D T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2050 TR D T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR D T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR D T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TR D T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2030 TR D T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR D T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| ROWE PRICE RETIREMENT 2020 TR D T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 TR D T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR D T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
