Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDEN CAPITAL MANAGEMENT INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $13.3M | 78.7% | |
| Talcott Traditional Investment Contract | Other securities | — | — | $3.6M | 21.3% | |
| Blackrock S&P 500 Index V.I. | Other securities | — | — | $2.6M | 15.3% | |
| American Funds Washington Mutual Investment Fund | Other securities | — | — | $1.7M | 10.2% | |
| Hartford Growth Allocation Fund | Other securities | — | — | $1.2M | 7.0% | |
| American Funds 2060 Target Date | Other securities | — | — | $822K | 4.9% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | — | $720K | 4.3% | |
| American Funds AMCAP Investment Fund | Other securities | — | — | $669K | 4.0% | |
| American Funds Europacific Growth Fund | Other securities | — | — | $665K | 3.9% | |
| American Funds 2030 Target Date | Other securities | — | — | $546K | 3.2% | |
| American Funds 2045 Target Date | Other securities | — | — | $529K | 3.1% | |
| Fidelity Advisor Total Bond | Other securities | — | — | $503K | 3.0% | |
| American Funds 2035 Target Date | Other securities | — | — | $466K | 2.8% | |
| American Funds 2025 Target Date | Other securities | — | — | $441K | 2.6% | |
| Blackrock Mid Cap Value Opportunities Fund | Other securities | — | — | $370K | 2.2% | |
| Invesco Main Street Mid Cap | Other securities | — | — | $352K | 2.1% | |
| Invesco Small Cap Equity | Other securities | — | — | $313K | 1.8% | |
| American Century Ultra Investment Fund | Other securities | — | — | $302K | 1.8% | |
| American Funds 2040 Target Date | Other securities | — | — | $265K | 1.6% | |
| American Funds Income | Other securities | — | — | $215K | 1.3% | |
| American Funds 2055 Target Date | Other securities | — | — | $204K | 1.2% | |
| American Funds 2050 Target Date | Other securities | — | — | $190K | 1.1% | |
| PIMCO Real Return | Other securities | — | — | $173K | 1.0% | |
| Invesco Developing Markets | Other securities | — | — | $40K | 0.2% | |
| Invesco Real Estate | Other securities | — | — | $29K | 0.2% | |
| American Funds 2015 Target Date | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WAYNE, PA |
| INVESTMENT ADVISOR |
| $11K |
| — |
