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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index $90.27/unit | Other securities | — | — | $4.6M | 14.4% | |
| TIAA TIAA-CREF Large CAP Growth Index Inst $66.97/unit | Other securities | — | — | $4.6M | 14.4% | |
| Vanguard Target Retirement 2040 Inv $43.22/unit | Other securities | — | — | $2.9M | 9.1% | |
| Fidelity Mid Cap Index $33.77/unit | Other securities | — | — | $2.6M | 8.1% | |
| (continued) Fidelity International Index $47.54/unit | Other securities | — | — | $2.1M | 6.7% | |
| Vanguard Target Retirement 2030 Inv $37.88/unit | Other securities | — | — | $1.7M | 5.4% | |
| Vanguard Target Retirement 2050 Inv $49.84/unit | Other securities | — | — | $1.7M | 5.3% | |
| Schwab Fundamental US Large CO IDX $27.86/unit | Common Stock | — | — | $1.6M | 5.2% | |
| (continued) Lord Abbett Lord Abbett Bond Debenture R6 $7.09/unit | U.S. Treasuries | — | — | $1.5M | 4.8% | |
| Vanguard Target Retirement 2060 Inv $51.25/unit | Other securities | — | — | $1.5M | 4.6% | |
| TIAA TIAA-CREF Small Cap Blend IDX Inst $23.83/unit | Other securities | — | — | $1.3M | 3.9% | |
| Vanguard Target Retirement 2045 Inv $29.67/unit | Other securities | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2025 Inv $18.69/unit | Other securities | — | — | $951K | 3.0% | |
| Great West Key Guaranteed Portfolio Fund | Other securities | — | — | $877K | 2.8% | |
| Vanguard Target Retirement 2055 Inv $55.61/unit | Other securities | — | — | $865K | 2.7% | |
| Vanguard Target Retirement 2035 Inv $23.98/unit | Other securities | — | — | $676K | 2.1% | |
| Blackrock Advantage Core Alpha Bond K $8.58/unit | Other securities | — | — | $515K | 1.6% | |
| TIAA TIAA-CREF Real Estate Sec Instl $17.99/unit | Other securities | — | — | $179K | 0.6% | |
| Notes Receivable from Various maturity dates through 2037, interest Participants rate at 4.25% to 9.50% -0- | Bonds / Notes | — | — | $167K | 0.5% | |
| JP Morgan JP Morgan Emerging Markets Equity R6 $30.26/unit | Other securities | — | — | $131K | 0.4% | |
| Vanguard Target Retirement Income Inv $13.10/unit | Other securities | — | — | $65K | 0.2% | |
| Vanguard Target Retirement 2020 Inv $26.48/unit | Other securities | — | — | $60K | 0.2% | |
| Vanguard Target Retirement 2065 Inv $33.62/unit | Other securities | — | — | $35K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
