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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON & CO | — | GREAT FALLS, MT | INVESTMENT ADVISOR | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income Inv Registered Investment Company | Other securities | — | — | $4.5M | 15.7% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | Other securities | — | — | $3.1M | 11.0% | |
| Vanguard 500 Index Admiral Registered Investment Company | Other securities | — | — | $1.9M | 6.7% | |
| Fidelity Advisor Equity Growth Z Registered Investment Company | Other securities | — | — | $1.7M | 5.9% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | Other securities | — | — | $1.6M | 5.7% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | Other securities | — | — | $1.6M | 5.5% | |
| Dodge & Cox Income - I Registered Investment Company | Other securities | — | — | $1.5M | 5.3% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company | Other securities | — | — | $1.5M | 5.3% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | Other securities | — | — | $1.4M | 4.8% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | Other securities | — | — | $1.2M | 4.1% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | Other securities | — | — | $1.2M | 4.0% | |
| JPMorgan Equity Income R6 Registered Investment Company | Other securities | — | — | $1.1M | 3.8% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | Other securities | — | — | $971K | 3.4% | |
| Vanguard Small Cap Index Adm Registered Investment Company | Other securities | — | — | $804K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | Other securities | — | — | $678K | 2.4% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $611K | 2.1% | |
| maturing through May 2037 0 | Other securities | — | — | $460K | 1.6% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | Other securities | — | — | $390K | 1.4% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | Other securities | — | — | $385K | 1.3% | |
| Fidelity International Index Registered Investment Company | Other securities | — | — | $384K | 1.3% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company | Other securities | — | — | $333K | 1.2% | |
| Federated Hermes Instl High Yield Bd IS Registered Investment Company | Other securities | — | — | $323K | 1.1% | |
| Dodge & Cox Global Bond - I Registered Investment Company | Other securities | — | — | $251K | 0.9% | |
| OFA Emerging Markets I Registered Investment Company | Other securities | — | — | $235K | 0.8% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Company | Other securities | — | — | $229K | 0.8% | |
| Invesco Oppenheimer Intl Growth R6 Registered Investment Company | Other securities | — | — | $158K | 0.5% | |
| Parametric Commodity Strategy Fund I Registered Investment Company | Other securities | — | — | $145K | 0.5% | |
| Vanguard Inflation-Protected Secs Adm Registered Investment Company | Other securities | — | — | $55K | 0.2% | |
| DFA Global Real Estate Securities Registered Investment Company | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
