Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGENT RETIREMENT PLAN ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Equity Index R6 | Other securities | — | $30K | $1.2M | 15.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $14K | $1.2M | 15.2% | |
| American Century One Choice 2025 I | Other securities | — | $45K | $628K | 8.1% | |
| Nuveen Small Cap Blend Index R6 | Other securities | — | $23K | $551K | 7.1% | |
| American Century One Choice 2035 I | Other securities | — | $28K | $453K | 5.9% | |
| Fidelity International Capital Apprec | Other securities | — | $14K | $388K | 5.0% | |
| American Century One Choice 2040 I | Other securities | — | $25K | $327K | 4.2% | |
| Vanguard Mid Cap Index Fund - Admiral 841 | Other securities | — | — | $275K | 3.6% | |
| American Century One Choice 2030 I | Other securities | — | $22K | $270K | 3.5% | |
| Group Annuity Contract *Great-West Key Guaranteed Portfolio Fund | Common Stock | — | — | $266K | 3.4% | |
| American Century One Choice 2050 I | Other securities | — | $18K | $264K | 3.4% | |
| American Century One Choice 2055 I | Other securities | — | $14K | $243K | 3.1% | |
| MFS Mid Cap Value R6 29 Nuveen Bond Index R6 | Other securities | — | $20K | $192K | 2.5% | |
| American Century One Choice 2045 I | Other securities | — | $11K | $191K | 2.5% | |
| Nuveen International Equity Index R6 | Other securities | — | $8K | $181K | 2.3% | |
| Notes Receivable From Participants Various maturity dates through 2029, interest rates from 5.25% to 10.5% | Bonds / Notes | — | — | $164K | 2.1% | |
| TCW Metwest Total Return Bond Plan | Other securities | — | $19K | $156K | 2.0% | |
| Vanguard Real Estate Index Admiral | Other securities | — | $1K | $153K | 2.0% | |
| Transamerica Bondi | Other securities | — | $18K | $147K | 1.9% | |
| Federated Hermes Mdt Mid CP Growth R6 | Other securities | — | $3K | $145K | 1.9% | |
| American Century One Choice 2060 I | Other securities | — | $7K | $102K | 1.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $3K | $73K | 0.9% | |
| Massmutual High Yield I | Other securities | — | $7K | $59K | 0.8% | |
| Goldman Sachs Small CP Val Insghts R6 747 | Other securities | — | — | $41K | 0.5% | |
| American Century One Choice In Ret I | Other securities | — | $2K | $28K | 0.4% | |
| PGIM Global Total Return R6 | Other securities | — | $5K | $25K | 0.3% | |
| JPMorgan Small Cap Growth R6 917 | Other securities | — | — | $20K | 0.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | 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.
| — |
| OKLAHOMA CITY, OK |
| INVESTMENT ADVISOR |
| $16K |
| — |
