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 | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $948 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment contract with insurance company GENERAL ACCOUNT | Other securities | — | — | $10.1M | 33.4% | |
| American Funds AMERICAN FUNDS AMCAP R1 | Other securities | — | — | $3.3M | 11.0% | |
| BNY Mellon BNY MELLON S&P 500 INDEX | Other securities | — | — | $2.6M | 8.6% | |
| BNY Mellon BNY MELLON MIDCAP INDEX INV | Other securities | — | — | $2.2M | 7.3% | |
| Pioneer R | Other securities | — | — | $1.3M | 4.4% | |
| maturing through May 2053 | Other securities | — | — | $892K | 2.9% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD G/I R1 | Other securities | — | — | $856K | 2.8% | |
| BNY Mellon BNY MELLON SMALLCAP STOCK INDEX INV | Other securities | — | — | $773K | 2.5% | |
| Hartford MODERATE ALLOCATION R3 | Other securities | — | — | $718K | 2.4% | |
| PIMCO TOTAL RETURN FUND - R | Other securities | — | — | $707K | 2.3% | |
| Invesco COMSTOCK R | Other securities | — | — | $644K | 2.1% | |
| American Funds AMERICAN FUNDS FUNDAMENTAL INVS R1 | Other securities | — | — | $606K | 2.0% | |
| MFS GOVERNMENT SECURITIES R2 | Other securities | — | — | $524K | 1.7% | |
| Hartford SMALL COMPANY R3 | Other securities | — | — | $522K | 1.7% | |
| JP Morgan JPMORGAN US GOVERNMENT MMKT SERVICE | Other securities | — | — | $504K | 1.7% | |
| Hartford HIGH YIELD R3 | Other securities | — | — | $474K | 1.6% | |
| American Funds AMERICAN FUNDS INVMT CO OF AMERICA R1 | Common Stock | — | — | $467K | 1.5% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R1 | Other securities | — | — | $459K | 1.5% | |
| Invesco GLOBAL STRATEGIC INCOME R | Other securities | — | — | $456K | 1.5% | |
| Franklin CORE PLUS BOND R | Other securities | — | — | $415K | 1.4% | |
| Invesco GLOBAL R | Other securities | — | — | $412K | 1.4% | |
| Hartford GLOBAL IMPACT R3 | Other securities | — | — | $339K | 1.1% | |
| Goldman Sachs GOLDMAN SACHS MID CAP GROWTH R | Other securities | — | — | $303K | 1.0% | |
| BlackRock LIFEPATH DYNAMIC 2030 A | Other securities | — | — | $246K | 0.8% | |
| BlackRock LIFEPATH DYNAMIC 2050 A | Other securities | — | — | $98K | 0.3% | |
| MFS RESEARCH INTERNATIONAL R2 | Other securities | — | — | $93K | 0.3% | |
| Goldman Sachs GOLDMAN SACHS ABSOLUTE RETURN TRACKER R | Other securities | — | — | $78K | 0.3% | |
| Invesco GOLD & SPECIAL MINERALS R | Other securities | — | — | $74K | 0.2% | |
| BlackRock LIFEPATH DYNAMIC 2040 A | Other securities | — | — | $68K | 0.2% | |
| Ivy Asset MACQUARIE ASSET STRATEGY R | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FAIRFIELD, IA |
| BROKER/ADVISER |
| $0 |
| — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
