This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLIAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| % of plan | |||
|---|---|---|---|
| 5REAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $3.3M | 28.6% |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $1.0M | 8.9% |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $1.0M | 8.7% |
| FIDELITY SELECT BIOTECHNOLOGY EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $435K | 3.7% |
| FIDELITY OTC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $418K | 3.6% |
| VANGUARD MID CAP INDEX FUND ADMIRAL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $255K | 2.2% |
| INVESCO EQUALLY WTD SP 500 Y EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $254K | 2.2% |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $233K | 2.0% |
| AMERICAN FUNDS NEW ECONOMY R5 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $230K | 2.0% |
| T ROWE PRICE CAPITAL APPRECIATION EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $218K | 1.9% |
| COLUMBIA DIVIDEND INCOME A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $213K | 1.8% |
| FIRST EAGLE GLOBAL A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $194K | 1.7% |
| FIDELITY SELECT COMMUNICATION SERV EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $161K | 1.4% |
| AMERICAN FUNDS CAPITAL INC BLDR R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $124K | 1.1% |
| TOUCHSTONE MID CAP VALUE Y EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $102K | 0.9% |
| DFA US TARGETED VALUE A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $98K | 0.8% |
| COLUMBIA SMALL CAP INDEX INSTL 2 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $96K | 0.8% |
| NUVEEN PREFERRED SECURITIES INCOME EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $93K | 0.8% |
| FIDELITY SELECT SOFTWARE & IT SVC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $93K | 0.8% |
| AMERICAN FUNDS NEW WORLD FUND R5 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $91K | 0.8% |
| PGIM HIGH YIELD Z EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $91K | 0.8% |
| LAZARD GLOBAL LISTED INFRASTRUCT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $85K | 0.7% |
| FIDELITY 500 INDEX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $75K | 0.6% |
| AMERICAN FUNDS NEW PERSPECTIVE R4 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $71K | 0.6% |
| PGIM JENNISON UTILITY Z EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $71K | 0.6% |
| PUTMAN FOCUSED EQUITY R EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $67K | 0.6% |
| GREAT GRAY TRUST AMERICAN FDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $62K | 0.5% |
| HOTCHKIS AND WILEY VALUE OPPS A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $53K | 0.5% |
| EATON VANCE FLOATING RATE ADVANTAGE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $49K | 0.4% |
| VANGUARD LONG TERM TREASURY ADMIRAL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $43K | 0.4% |
| LORD ABBETT SHORT DURATION INCOME EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $41K | 0.4% |
| ALLSPRING SHORT DURATION GVT BD INS EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-8467907 / PN 000 | Pooled Separate Account | $37K | 0.3% |
| INVESCO GLOBAL FOCUS Y EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $37K | 0.3% |
| ALLSPRING INDEX ASSET ALLOCATION A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $35K | 0.3% |
| T ROWE PRICE COMMUNICATIONS TECH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $34K | 0.3% |
| PIMCO REAL RETURN ADMIN EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $33K | 0.3% |
| FIDELITY ADVISOR MATERIALS I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $31K | 0.3% |
| VICTORY TRIVALENT INTL SM CP I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $29K | 0.2% |
| GOLDMAN SACHS INCOME BUILDER INSTL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $25K | 0.2% |
| GUIDESTONE FUNDS GLOBAL RL EST SECS EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $25K | 0.2% |
| BARON REAL ESTATE RETAIL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $24K | 0.2% |
| GOLDMAN SACHS INTERNATIONAL EQ ESG EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $23K | 0.2% |
| INVESCO GOLD SPECIAL MINERALS A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $23K | 0.2% |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $23K | 0.2% |
| FIDELITY ADV LEVERAGED CO STOCK I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $22K | 0.2% |
| BNY MELLON SMALL/MID CAP GROWTH I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $22K | 0.2% |
| ICON NATURAL RESOURCE & INFRASTRUCT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $20K | 0.2% |
| RYDEX TRANSPORTATION INV EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $20K | 0.2% |
| NUVEEN STRATEGIC INCOME I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $13K | 0.1% |
| TCW EMERGING MARKETS INCOME I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $12K | <0.1% |
| CENTAURUS FINANCIAL INC. | — | ANAHEIM, CA | N/A | $0 | — |
| DUNCAN ACCOUNTING & TAX SERVICES | 25-1408612 | IRWIN, PA | N/A | $0 | — |
