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 VILAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors 2045 | Mutual Funds | — | — | $66K | 11.8% | |
| Fidelity 500 Index | Mutual Funds | — | — | $66K | 11.7% | |
| PGIM Jrnnison Int Opps | Mutual Funds | — | — | $56K | 10.0% | |
| American Funds Bond Fund of Amer | Mutual Funds | — | — | $56K | 9.9% | |
| PGIM Strategic Bond | Mutual Funds | — | — | $43K | 7.6% | |
| State Street Global Advisors 2055 | Mutual Funds | — | — | $41K | 7.3% | |
| American Funds American Mutual | Mutual Funds | — | — | $35K | 6.3% | |
| Fidelity Advisor Growth Opps | Mutual Funds | — | — | $32K | 5.7% | |
| State Street Global Advisors 2050 | Mutual Funds | — | — | $28K | 5.0% | |
| State Street Global Advisors 2060 | Mutual Funds | — | — | $28K | 4.9% | |
| State Street SmallMid Cap Equity Id | Mutual Funds | — | — | $27K | 4.8% | |
| Investment Contract with Insurance EI Fixed Account-Series Class I | Other securities | — | — | $24K | 4.3% | |
| PGIM Jennisson Emerging Mkets Eq Op | Mutual Funds | — | — | $12K | 2.1% | |
| State Street Global Advisors 2040 | Mutual Funds | — | — | $11K | 2.0% | |
| Invesco Small Cap Equity | Mutual Funds | — | — | $11K | 1.9% | |
| Allspring Special Mid Cap Value | Mutual Funds | — | — | $7K | 1.2% | |
| ClearBridge Select IS | Mutual Funds | — | — | $6K | 1.1% | |
| Royce Small-Cap Opp Instl | Mutual Funds | — | — | $6K | 1.0% | |
| Lord Abbett Developing Growth | Mutual Funds | — | — | $5K | 0.8% | |
| RESOURCES DIVERSIFIED FIXED INCOME ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $5 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $3K | — |
