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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MFS LIFETIME 2035 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $2.1M | 13.5% |
| MFS LIFETIME 2055 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $1.9M | 12.3% |
| MFS LIFETIME 2045 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $1.7M | 10.7% |
| MFS LIFETIME 2040 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $1.6M | 10.2% |
| MFS LIFETIME 2060 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $1.4M | 9.1% |
| MFS LIFETIME 2030 R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $793K | 5.0% |
| MM SANDP 500 INDEX R3 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | $684K | 4.3% |
| MASSMUTUAL BLUE CHIP GROWTH R3 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | $628K | 4.0% |
| MFS LIFETIME INCOME R2 MFS · EIN 90-0779283 / PN 000 | Common Collective Trust | $353K | 2.2% |
| COLUMBIA SELIGMAN GLOBAL TECH R COLUMBIA THREADNEEDLE · EIN 84-1455663 / PN 000 | Common Collective Trust | $178K | 1.1% |
| MASSMUTUAL HIGH YIELD R3 MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | $45K | 0.3% |
| EMPOWER SANDP MID CAP 400 INDEX L EMPOWER FUNDS · EIN 84-1455663 / PN 000 | Common Collective Trust | $40K | 0.3% |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Common Collective Trust | $39K | 0.2% |
| AMERICAN FUNDS AMERICAN BALANCED R2 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Common Collective Trust | $38K | 0.2% |
| WELLS FARGO SPECIAL SMALL CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Common Collective Trust | $13K | <0.1% |
| MACQUARIE SMALL CAP GROWTH R MACQUARIE · EIN 90-0779283 / PN 000 | Common Collective Trust | $12K | <0.1% |
| AB GLOBAL BOND R ALLIANCEBERNSTEIN · EIN 90-0779283 / PN 000 | Common Collective Trust | $0 | <0.1% |
