Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $101K | — |
| EMPOWER ADVISORY GROUP, LLC | 06-1050034 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s: Shares Fidelity 500 Index | Mutual Funds | — | $172K | $35.1M | 22.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $17.8M | $17.8M | 11.2% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | $404K | $15.3M | 9.6% | |
| William Blair LC Growth | Other securities | — | $519K | $15.2M | 9.5% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | $664K | $12.4M | 7.8% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | $448K | $10.8M | 6.7% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | $182K | $7.9M | 4.9% | |
| Vanguard Extended Market Index | Other securities | — | $39K | $5.6M | 3.5% | |
| NEUBERGER BERMAN INTL SELECT TR CL NEUBERGER AND BERMAN MANAGEMENT,INC. · EIN 20-4797983 / PN 005 | Common Collective Trust | — | $422K | $5.4M | 3.4% | |
| WELLINGTON CIF II QUALITY VALUE S1 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 101 | Common Collective Trust | — | $183K | $5.1M | 3.2% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $180K | $5.0M | 3.1% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | $156K | $4.1M | 2.6% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | $119K | $3.5M | 2.2% | |
| Neuberger Berman Genesis Fund R6 | Other securities | — | $49K | $3.2M | 2.0% | |
| Conestoga Smid Cap Inst | Other securities | — | $111K | $2.9M | 1.8% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | $57K | $2.9M | 1.8% | |
| Vanguard Target Retirement Income Inv | Other securities | — | $147K | $1.9M | 1.2% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | $25K | $1.4M | 0.9% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | $8K | $427K | 0.3% | |
| Nuveen Emerging Markets Debt I | Other securities | — | $41K | $352K | 0.2% | |
| Fidelity Emerging Markets Inde | Other securities | — | $33K | $346K | 0.2% | |
| COHEN STEERS RL ASSTS MULTISTRAT CL COHEN AND STEERS REALTY SHARES · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $22K | $339K | 0.2% | |
| Harding Loevner International Small Companies Portfolio | Other securities | — | $14K | $232K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | $6K | $198K | 0.1% | |
| NEUBERGER BERMAN EME TRUST CL I NEUBERGER AND BERMAN MANAGEMENT,INC. · EIN 20-4797982 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2065 NL FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INCOME NL FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
| $50K |
| — |
