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 | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $42 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Lifetime 2035 Fund SVC | Other securities | — | — | $25K | 34.3% | |
| Empower Lifetime 2025 Fund SVC | Other securities | — | — | $18K | 24.5% | |
| Empower Lifetime 2045 Fund SVC | Other securities | — | — | $12K | 15.8% | |
| Empower Lifetime 2055 Fund SVC | Other securities | — | — | $7K | 9.9% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $2K | 2.8% | |
| Empower Lifetime 2015 Fund SVC | Other securities | — | — | $2K | 2.4% | |
| American Funds American Balanced R3 | Other securities | — | — | $961 | 1.3% | |
| Invesco Oppenheimer Intl Growth A | Other securities | — | — | $944 | 1.3% | |
| JPMorgan Core Bond A | Other securities | — | — | $897 | 1.2% | |
| PIMCO Income A | Other securities | — | — | $883 | 1.2% | |
| Blackrock Global Allocation Inv A | Other securities | — | — | $825 | 1.1% | |
| Pioneer Fundamental Growth A | Other securities | — | — | $612 | 0.8% | |
| Invesco Energy Inv | Other securities | — | — | $520 | 0.7% | |
| Virtus Ceredex Large-Cap Value Equity A | Other securities | — | — | $487 | 0.7% | |
| Macquarie Mid Cap Growth Y | Other securities | — | — | $399 | 0.5% | |
| Eaton Vance Atlanta Capital Smid-Cap A | Other securities | — | — | $338 | 0.5% | |
| PGIM Global Real Estate A | Other securities | — | — | $308 | 0.4% | |
| Virtus SGA Emerging Markets | Other securities | — | — | $232 | 0.3% | |
| Macquarie High Income Y | Other securities | — | — | $152 | 0.2% | |
| Macquarie Science and Technology Y | Other securities | — | — | $30 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.