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 | $3.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | INVESTMENT ADVISOR | $190K |
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.
| % of plan | |||
|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | $2.8B | 14.9% |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $2.6B | 13.9% |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | $1.1B | 6.0% |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | $1.0B | 5.4% |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | $990.7M | 5.3% |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | $909.5M | 4.8% |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | $859.2M | 4.6% |
| VANGUARD TARGET RET INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6432239 / PN 001 | Common Collective Trust | $727.2M | 3.9% |
| CAPITAL GROUP EURPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 000 | Pooled Separate Account | $675.1M | 3.6% |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | $672.7M | 3.6% |
| FIAM SMALL CAPITALIZATION CORE FIDELITY · EIN 20-4659714 / PN 029 | Common Collective Trust | $392.8M | 2.1% |
| WTC CIF II CORE BOND PLUS SERIES 4 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 199 | Common Collective Trust | $356.8M | 1.9% |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | $348.3M | 1.8% |
| INTERMEDIATE CORE FUND GOLDMAN SACHS TRUST COMPANY, NA · EIN 20-4742534 / PN 012 | Common Collective Trust | $255.7M | 1.4% |
| VANGUARD INT TOTAL INST STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3075564 / PN 001 | Common Collective Trust | $252.1M | 1.3% |
| VANGUARD INST EXTD MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | $170.9M | 0.9% |
| VANGUARD INST BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $162.8M | 0.9% |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | $156.2M | 0.8% |
| PRUDENTIAL CORE CONSERV INT BOND FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | $154.5M | 0.8% |
| LOOMIS SAYLES INTERMEDIATE GOV/CRED LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 014 | Common Collective Trust | $144.0M | 0.8% |
| WTC-CIF II INTERMEDIATE CORE WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 154 | Common Collective Trust | $143.1M | 0.8% |
| TERM FUND 2027 GOLDMAN SACHS TRUST COMPANY, NA · EIN 88-4279844 / PN 001 | Common Collective Trust | $76.9M | 0.4% |
| TERM FUND 2028 GOLDMAN SACHS TRUST COMPANY, NA · EIN 93-4136622 / PN 001 | Common Collective Trust | $76.8M | 0.4% |
| TERM FUND 2026 GOLDMAN SACHS TRUST COMPANY, NA · EIN 87-3738069 / PN 001 | Common Collective Trust | $70.6M | 0.4% |
| TERM FUND 2029 GOLDMAN SACHS TRUST COMPANY, NA · EIN 33-1914510 / PN 001 | Common Collective Trust | $69.6M | 0.4% |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | $52.2M | 0.3% |
| TERM FUND 2025 GOLDMAN SACHS TRUST COMPANY, NA · EIN 85-3895732 / PN 001 | Common Collective Trust | $4.9M | <0.1% |
| CAPITAL GROUP EUROPACIFIC GR TR US CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | $0 | <0.1% |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | $0 | <0.1% |
| MASTER TRUST AGREEMENT FOR QUALIFIE SOUTHWEST AIRLINES CO. · EIN 74-1563240 / PN 006 | Master Trust | $0 | <0.1% |
| — |
| STATE STREET GLOBAL ADVISORS TRUST | — | BOSTON, MA | INVESTMENT ADVISOR | $125K | — |
| QDRO CONSULTANTS COMPANY | — | MEDINA, OH | CONSULTANT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $120K | — |
| MHM RPS | — | KANSAS CITY, MO | TAX RETURN ACCOUNTING | $11K | — |
