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 VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Total Return Bond | Other securities | — | — | $1.9M | 17.1% | |
| Pimco Income Instl | Other securities | — | — | $1.7M | 15.5% | |
| Fidelity 500 Index | Other securities | — | — | $1.4M | 12.4% | |
| Invesco International Diversified | Other securities | — | — | $1.3M | 12.0% | |
| JPMorgan Equity Income | Other securities | — | — | $771K | 7.0% | |
| MFS Growth | Other securities | — | — | $641K | 5.8% | |
| AB Global Bond | Other securities | — | — | $481K | 4.4% | |
| Empower Fixed Series Class VI | Other securities | — | — | $445K | 4.0% | |
| Hartford Core Equity | Other securities | — | — | $400K | 3.6% | |
| American Century Mid Cap Value | Other securities | — | — | $287K | 2.6% | |
| Columbia Mid Cap Index | Other securities | — | — | $261K | 2.4% | |
| Pimco Commodity Real Estate Ret Strat Instl | Other securities | — | — | $260K | 2.4% | |
| Victory Sycamore Small Company Opportunity | Other securities | — | — | $256K | 2.3% | |
| participants 9.5%, maturing through December 2029 | Bonds / Notes | — | — | $208K | 1.9% | |
| Columbia Small Cap Index | Other securities | — | — | $196K | 1.8% | |
| AB Discovery Growth | Other securities | — | — | $191K | 1.7% | |
| PGIM Global Real Estate | Other securities | — | — | $189K | 1.7% | |
| Lord Abbett Developing Growth | Other securities | — | — | $143K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
