Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $6.4M | 19.1% | |
| Empower Lifetime 2035 Fund II T1 | Other securities | — | — | $4.1M | 12.0% | |
| Empower Lifetime 2055 Fund II T1 | Other securities | — | — | $3.6M | 10.7% | |
| Empower Lifetime 2045 Fund II T1 | Other securities | — | — | $3.6M | 10.7% | |
| Empower Lifetime 2015 Fund II T1 | Other securities | — | — | $2.5M | 7.3% | |
| American Funds American Funds EuroPacific Gr. R3 | Other securities | — | — | $1.7M | 4.9% | |
| Empower Lifetime 2025 Fund II T1 | Other securities | — | — | $1.5M | 4.6% | |
| Fidelity Mid Cap Index | Other securities | — | — | $1.4M | 4.3% | |
| Fidelity Small Cap Index | Other securities | — | — | $1.4M | 4.0% | |
| Fidelity US Bond Index | Other securities | — | — | $1.3M | 3.9% | |
| American Funds American Funds AMCAP Fund—R3 | Other securities | — | — | $1.1M | 3.2% | |
| Empower Large Cap Value Fund Inv. II | Other securities | — | — | $1.1M | 3.2% | |
| Empower Guaranteed Portfolio Fund | Other securities | — | — | $961K | 2.8% | |
| PIMCO Income A | Other securities | — | — | $865K | 2.6% | |
| American Funds JPMorgan Emerging Mkts. Eq. A | Other securities | — | — | $786K | 2.3% | |
| Fidelity Real Estate Index | Other securities | — | — | $442K | 1.3% | |
| maturing through February 2035 | Other securities | — | — | $424K | 1.3% | |
| PIMCO Foreign Bond (USD-Hedged) A | Other securities | — | — | $287K | 0.9% | |
| PIMCO Commodity Real Return Strat A | Other securities | — | — | $182K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $40K |
| — |
