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 | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Other securities | — | — | $6.8M | 16.1% | |
| NATIONWIDE BOND INDEX FUND A | Other securities | — | — | $5.4M | 12.7% | |
| ISHARES MSCI EAFE INTERNATIONAL INDX INS | Other securities | — | — | $4.3M | 10.1% | |
| SCHWAB SDB | Other securities | — | — | $3.6M | 8.5% | |
| COLUMBIA DIVIDEND INCOME INSTL 3 | Other securities | — | — | $2.5M | 5.9% | |
| MFS MASSACHUSETTS INVESTORS GR STK R6 | Other securities | — | — | $2.3M | 5.4% | |
| COLUMBIA MID CAP INDEX INSTL 2 | Other securities | — | — | $2.0M | 4.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Other securities | — | — | $1.9M | 4.6% | |
| COLUMBIA SMALL CAP INDEX INSTL 2 | Other securities | — | — | $1.7M | 3.9% | |
| VANGUARD INFLATION-PROTECTED SECS ADM | Other securities | — | — | $1.5M | 3.6% | |
| KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $1.4M | 3.2% | |
| EMPOWER SDB | Other securities | — | — | $1.1M | 2.7% | |
| PGIM HIGH YIELD Z | Other securities | — | — | $1.1M | 2.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE I | Other securities | — | — | $1.1M | 2.7% | |
| JANUS HENDERSON ENTERPRISE I | Other securities | — | — | $1.0M | 2.4% | |
| VICTORY SYCAMORE SMALL CO OPPORTUNITY I | Common Stock | — | — | $767K | 1.8% | |
| PRINCIPAL REAL ESTATE SECURITIES INST | Other securities | — | — | $628K | 1.5% | |
| JANUS HENDERSON TRITON N | Other securities | — | — | $509K | 1.2% | |
| LAZARD INTL STRATEGIC EQUITY INSTL | Other securities | — | — | $380K | 0.9% | |
| SCHWAB SDB ROTH | Other securities | — | — | $288K | 0.7% | |
| VOYA INTERMEDIATE BOND I | Other securities | — | — | $198K | 0.5% | |
| FEDERATED MDT SMALL CAP CORE INSTL | Other securities | — | — | $188K | 0.4% | |
| EMPOWER SDB ROTH | Other securities | — | — | $92K | 0.2% | |
| AB GLOBAL BOND I | Other securities | — | — | $23K | <0.1% | |
| LORD ABBETT SHORT DURATION INCOME R5 | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
