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 | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | Other securities | — | — | $10.7M | 18.8% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | Other securities | — | — | $6.8M | 11.9% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | Other securities | — | — | $4.4M | 7.7% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | Other securities | — | — | $4.3M | 7.6% | |
| CLEARBRIDGE LARGE CAP GROWTH IS Mutual Fund | Other securities | — | — | $4.3M | 7.5% | |
| FIDELITY 500 INDEX Mutual Fund | Other securities | — | — | $4.2M | 7.4% | |
| VANGUARD FEDERAL MONEY MARKET INV Mutual Fund | Cash / Money Market | — | — | $4.0M | 7.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | Other securities | — | — | $3.4M | 6.0% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | Other securities | — | — | $3.1M | 5.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | Other securities | — | — | $1.9M | 3.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | Other securities | — | — | $1.8M | 3.1% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | Other securities | — | — | $1.5M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | Other securities | — | — | $1.4M | 2.5% | |
| FIDELITY BALANCED K Mutual Fund | Other securities | — | — | $1.2M | 2.0% | |
| DODGE & COX INCOME FUND CLASS X Mutual Fund | Other securities | — | — | $777K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | Other securities | — | — | $457K | 0.8% | |
| T. ROWE PRICE OVERSEAS STOCK I Mutual Fund | Other securities | — | — | $410K | 0.7% | |
| MFS MID CAP GROWTH R6 Mutual Fund | Other securities | — | — | $365K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund | Other securities | — | — | $322K | 0.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund | Other securities | — | — | $269K | 0.5% | |
| VANGUARD WINDSOR II FUND ‐ ADMIRAL Mutual Fund | Other securities | — | — | $268K | 0.5% | |
| BAIRD SHORT‐TERM BOND INST Mutual Fund | Other securities | — | — | $259K | 0.5% | |
| MFS MID CAP VALUE FUND CLASS R6 Mutual Fund | Other securities | — | — | $193K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | Other securities | — | — | $143K | 0.3% | |
| VANGUARD MID CAP INDEX FUND ‐ ADMIRAL Mutual Fund | Other securities | — | — | $107K | 0.2% | |
| PIMCO REAL RETURN INSTL Mutual Fund | Other securities | — | — | $71K | 0.1% | |
| FIDELITY REAL ESTATE INDEX INSTITUTIONAL Mutual Fund | Other securities | — | — | $51K | <0.1% | |
| BOSTON PARTNERS SMALL CAP VALUE II Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| LAZARD INTL STRATEGIC EQUITY INSTL Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund | 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.
