Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Z | Other securities | — | — | $2.1M | 11.2% | |
| John Hancock 2030 Lifetime Blend R6 | Other securities | — | — | $2.1M | 11.1% | |
| John Hancock 2025 Lifetime Blend R6 | Other securities | — | — | $1.6M | 8.4% | |
| Fidelity 500 Index Fd | Other securities | — | — | $1.5M | 8.0% | |
| John Hancock 2035 Lifetime Blend R6 | Other securities | — | — | $1.5M | 7.9% | |
| John Hancock 2020 Lifetime Blend R6 | Other securities | — | — | $1.3M | 7.0% | |
| John Hancock 2040 Lifetime Blend R6 | Other securities | — | — | $1.1M | 5.7% | |
| Columbia Dividend Income Inst | Other securities | — | — | $866K | 4.5% | |
| John Hancock 2050 Lifetime Blend R6 | Other securities | — | — | $759K | 4.0% | |
| John Hancock 2055 Lifetime Blend R6 | Other securities | — | — | $747K | 3.9% | |
| John Hancock 2045 Lifetime Blend R6 | Other securities | — | — | $631K | 3.3% | |
| Dodge & Cox Global Bond I | Other securities | — | — | $269K | 1.4% | |
| AMG Frontier SC Growth Z | Other securities | — | — | $239K | 1.3% | |
| Fidelity Capital & Income Fund | Other securities | — | — | $231K | 1.2% | |
| BNY Mellon International Stock I | Other securities | — | — | $230K | 1.2% | |
| Amer Century Zero Coupon 2025 Investment | Other securities | — | — | $206K | 1.1% | |
| Invesco SC Value Fund R6 | Other securities | — | — | $191K | 1.0% | |
| John Hancock 2015 Lifetime Blend R6 | Other securities | — | — | $188K | 1.0% | |
| American New World Fund R6 | Other securities | — | — | $175K | 0.9% | |
| NYLI Pine Stone Internationall Equity I | Other securities | — | — | $155K | 0.8% | |
| MassMutual Mid Cap Growth II Cl I | Other securities | — | — | $148K | 0.8% | |
| Diamond Hill Select Y Fund | Other securities | — | — | $138K | 0.7% | |
| Hartford Tax Aware Bond SDR | Other securities | — | — | $128K | 0.7% | |
| John Hancock 2010 Lifetime Blend R6 | Other securities | — | — | $103K | 0.5% | |
| John Hancock 2060 Lifetime Blend R6 | Other securities | — | — | $82K | 0.4% | |
| John Hancock 2065 Lifetime Blend R6 | Other securities | — | — | $12K | <0.1% | |
| JPMorgan US Govt Money Market Cap Cl | Cash / Money Market | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NASHVILLE, TN |
| OTHER |
| $27K |
| — |
