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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXECUTIVE INSURANCE AGENCY INC | — | BEACHWOOD, OH | BROKER/ADVISER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MFS GROWTH I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.6M | 7.7% |
| MASSMUTUAL EQUITY OPPORTS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.1M | 6.1% |
| BNY MELLON DYNAMIC VALUE FUND I BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.8M | 5.2% |
| MASSMUTUAL DIVERSIFIED BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 |
Pooled Separate Account |
| $1.5M |
| 4.4% |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 3.9% |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.3M | 3.8% |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.2M | 3.6% |
| MASSMUTUAL SMALL CAP OPPS SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.0M | 3.0% |
| MACQUARIE SMALL CAP GROWTH Y MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $975K | 2.9% |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $785K | 2.3% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $723K | 2.1% |
| NORTHERN SMALL CAP VALUE NORTHERN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $587K | 1.7% |
| PIMCO INCOME ADM PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $120K | 0.4% |
| MASSMUTUAL HIGH YIELD SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $96K | 0.3% |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $73K | 0.2% |
| INVESCO GOLD AND SPECIAL MINERALS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| MASSMUTUAL TOTAL RETURN BOND R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
