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 | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Other securities | — | — | $4.4M | 16.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | Other securities | — | — | $2.7M | 9.8% | |
| Vanguard Target Retirement 2020 Fund 76 Vanguard Target Retirement 2025 Fund | Other securities | — | — | $2.2M | 8.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Other securities | — | — | $1.7M | 6.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Other securities | — | — | $1.5M | 5.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Other securities | — | — | $1.5M | 5.3% | |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | Other securities | — | — | $1.3M | 4.7% | |
| American Funds Washington Mutual Investors Fund R6 | Other securities | — | — | $1.1M | 3.9% | |
| Vanguard Consumer Staples Index Fund Admiral Shares | Other securities | — | — | $954K | 3.5% | |
| Dimensional Fund Advisors Global Allocation 60/40 Port Institutional Class | Other securities | — | — | $909K | 3.3% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $837K | 3.0% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $832K | 3.0% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $824K | 3.0% | |
| Empower Guaranteed Interest Fund | Other securities | — | — | $756K | 2.7% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $719K | 2.6% | |
| Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $685K | 2.5% | |
| Dimensional Fund Advisors Global Equity Portfolio Institutional Class | Other securities | — | — | $629K | 2.3% | |
| Vanguard Real Estate Index Fund Admiral Shares | Other securities | — | — | $604K | 2.2% | |
| Notes receivable Maturity dates through March 2037 from participants interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $530K | 1.9% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $455K | 1.6% | |
| Vanguard Health Care Fund Admiral Shares | Other securities | — | — | $444K | 1.6% | |
| Harbor Capital Appreciation Fund Administrative Class | Other securities | — | — | $399K | 1.4% | |
| Vanguard Utilities Index Fund Admiral Shares | Other securities | — | — | $378K | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | Other securities | — | — | $359K | 1.3% | |
| American Funds New World Fund Class R6 | Other securities | — | — | $219K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $176K | 0.6% | |
| Principal Midcap Growth Fund Institutional Class | Other securities | — | — | $127K | 0.5% | |
| Fidelity Low-Priced Stock Fund | Other securities | — | — | $124K | 0.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $83K | 0.3% | |
| Dimensional Fund Advisors US Small Cap Portfolio Institutional Class | Other securities | — | — | $79K | 0.3% | |
| Goldman Sachs GQC Partners International Opportunities Fund | Other securities | — | — | $78K | 0.3% | |
| Dimensional Fund Advisors Global Allocation 25/75 Port Institutional Class | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
