Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $67K | — |
| CALVETTI FERGUSON | 13-4255527 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| CORE PL BD/PGIM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $2.2M | $2.2M | 29.8% | |
| LARGE CAP GROWTH/AMCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | $278K | $1.3M | 18.0% | |
| LARGE CAP VALUE/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | $601K | $1.3M | 17.2% | |
| INTERNATIONAL BLEND/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | $609K | $966K | 13.2% | |
| SMALL CAP GROWTH/TIMESSQUARE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | $94K | $356K | 4.9% | |
| SMALL CAP VALUE/KENNEDY CAPIT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | $142K | $338K | 4.6% | |
| MID CAP VALUE/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | $125K | $322K | 4.4% | |
| MID CAP GROWTH/ARTISAN PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | $85K | $318K | 4.3% | |
| Empower Annuity Insurance Company GDA | Other securities | — | $264K | $264K | 3.6% | |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 151 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $13K |
| — |