Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Equity 500 Index State Street | Other securities | — | — | $269K | 10.6% | |
| Lifecycle Index 2030 Retirement Nuveen | Other securities | — | — | $253K | 10.0% | |
| Large Cap Growth R6 JP Morgan | Other securities | — | — | $253K | 10.0% | |
| Global Eq Ex US Index I State Street | Other securities | — | — | $183K | 7.2% | |
| Lifecycle Index 2050 Retirement Nuveen | Other securities | — | — | $131K | 5.2% | |
| Lifecycle Index Retirement R6 Nuveen | Other securities | — | — | $125K | 4.9% | |
| Equity Income R6 JP Morgan | Other securities | — | — | $113K | 4.5% | |
| Lifecycle Index 2060 Retirement Nuveen | Other securities | — | — | $106K | 4.2% | |
| U.S. Vector Equity I DFA | Other securities | — | — | $103K | 4.0% | |
| New Perspective R6 Am Funds | Other securities | — | — | $101K | 4.0% | |
| Lifecycle Index 2040 Retirement Nuveen | Other securities | — | — | $90K | 3.5% | |
| Lifecycle Index 2035 Retirement Nuveen | Other securities | — | — | $86K | 3.4% | |
| Small Mid Cap Equity Index I State Street | Other securities | — | — | $81K | 3.2% | |
| Income R6 PGIM | Real Estate | — | — | $76K | 3.0% | |
| Mid Cap Growth A Goldman Sachs | Other securities | — | — | $74K | 2.9% | |
| Instl Small Cap Equity Inv State Street | Other securities | — | — | $63K | 2.5% | |
| Lifecycle Index 2055 Retirement Nuveen | Other securities | — | — | $58K | 2.3% | |
| New World R6 Am Funds | Other securities | — | — | $55K | 2.2% | |
| Lifecycle Index 2045 Retirement Nuveen | Other securities | — | — | $54K | 2.1% | |
| Jennison Small Co. R6 PGIM | Common Stock | — | — | $32K | 1.2% | |
| Core Bond R6 JP Morgan | Other securities | — | — | $30K | 1.2% | |
| High Yield R6 PGIM | Other securities | — | — | $28K | 1.1% | |
| Global Total Return R6 PGIM | Other securities | — | — | $26K | 1.0% | |
| US Targeted Value I DFA | Other securities | — | — | $24K | 0.9% | |
| Guaranteed Portfolio Fund Key | Other securities | — | — | $22K | 0.9% | |
| Income R PIMCO | Other securities | — | — | $17K | 0.7% | |
| Real Return R PIMCO | Other securities | — | — | $13K | 0.5% | |
| Lifecycle Index 2065 Retirement Nuveen | Other securities | — | — | $4K | 0.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2045 V PUTMAN INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | 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.
| NORTHWESTERN MUTUAL INVESTMENT SVCS |
| — |
| MILWAUKEE, WI |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP, LLC | — | NEW ORLEANS, LA | TPA | $10K | — |
