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 | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.7M | 12.5% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $6.3M | 10.3% | |
| Fidelity Freedom Index 2035 Instl Prem | Other securities | — | — | $4.7M | 7.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $4.4M | 7.1% | |
| Fidelity Freedom Index 2025 Instl Prem | Other securities | — | — | $3.5M | 5.7% | |
| Janus Henderson Global Equity Income N | Other securities | — | — | $3.5M | 5.7% | |
| Fidelity Freedom Index 2030 Instl Prem | Other securities | — | — | $3.2M | 5.3% | |
| Vanguard Equity- Income Adm | Other securities | — | — | $3.0M | 5.0% | |
| Blackrock Strategic Global Bond K | Other securities | — | — | $3.0M | 4.9% | |
| NYLI Winslow Large Cap Growth Class I | Other securities | — | — | $2.9M | 4.7% | |
| Fidelity Freedom Index 2050 Instl Prem | Other securities | — | — | $2.5M | 4.0% | |
| Fidelity Freedom Index 2055 Instl Prem | Other securities | — | — | $2.2M | 3.6% | |
| Vanguard Mid- Cap Value Index Admiral | Other securities | — | — | $2.1M | 3.4% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $2.1M | 3.4% | |
| Goldman Sachs GQG Partners International Opportunities R6 | Other securities | — | — | $1.7M | 2.7% | |
| Fidelity Freedom Index 2045 Instl Prem | Other securities | — | — | $1.6M | 2.6% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $1.5M | 2.4% | |
| Fidelity Freedom Index 2060 Instl Prem | Other securities | — | — | $1.4M | 2.3% | |
| maturing through June 20, 2034 | Other securities | — | — | $1.3M | 2.2% | |
| Fidelity Freedom Index 2040 Instl Prem | Other securities | — | — | $1.3M | 2.1% | |
| Nuveen Real Estate Securities Select R6 | Other securities | — | — | $828K | 1.3% | |
| American Century Small Cap Growth R6 | Mutual Funds | — | — | $683K | 1.1% | |
| Fidelity Freedom Index 2010 Instl Prem | Other securities | — | — | $49K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | Other securities | — | — | $46K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem | Other securities | — | — | $29K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
