Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS | — | PHILADELPHIA, PA | INVESTMENT ADVISOR | $29K | — |
| Name | EIN | Location |
|---|
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Contracts * TIAA Traditional Annuity, Non-fully Benefit-Responsive | — | — | — | $2.6M | 14.7% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MAP RETIREMENT USA LLC | 86-3678481 | APPLETON, WI | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT INC | 39-1884254 | APPLETON, WI | OTHER | $150 | — |
| — |
| — |
| — |
| $2.2M |
| 12.4% |
| Vanguard Group Vanguard Target Retirement 2035 Inv | — | — | — | $1.7M | 9.4% |
| Vanguard Group Vanguard Target Retirement 2030 Inv | — | — | — | $1.5M | 8.3% |
| Registered Investment Companies * CREF Stock R1 | — | — | — | $1.1M | 6.4% |
| Vanguard Group Vanguard Target Retirement 2025 Inv | — | — | — | $1000K | 5.7% |
| Vanguard Group Vanguard Target Retirement 2045 Inv | — | — | — | $644K | 3.6% |
| CREF Global Equities R1 | — | — | — | $590K | 3.3% |
| Vanguard Group Vanguard Target Retirement 2020 Inv | — | — | — | $562K | 3.2% |
| Vanguard Group Vanguard Target Retirement 2050 Inv | — | — | — | $482K | 2.7% |
| CREF Equity Index R1 | — | — | — | $466K | 2.6% |
| TIAA Traditional Annuity, Fully Benefit-Responsive | — | — | — | $434K | 2.5% |
| Vanguard Group Vanguard Target Retirement 2055 Inv | — | — | — | $388K | 2.2% |
| CREF Growth R1 | — | — | — | $340K | 1.9% |
| CREF Social Choice R1 | — | — | — | $304K | 1.7% |
| Vanguard Group Vanguard Target Retirement 2060 Inv | — | — | — | $278K | 1.6% |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $238K | 1.3% |
| CREF Money Market R1 | — | — | — | $214K | 1.2% |
| TIAA Access T-C Intl Equity T4 | — | — | — | $186K | 1.1% |
| CREF Bond Market R1 | — | — | — | $185K | 1.0% |
| TIAA Access T-C LifCyc 2035 T4 | — | — | — | $166K | 0.9% |
| TIAA Access T-C LifCyc 2040 T4 | — | — | — | $157K | 0.9% |
| TIAA Access T-C Lrg Cap Val T4 | — | — | — | $147K | 0.8% |
| Vanguard Group Vanguard Total Stock Mkt Idx Adm | — | — | — | $145K | 0.8% |
| Vanguard Group Vanguard 500 Index Admiral | — | — | — | $139K | 0.8% |
| Vanguard Group Vanguard Target Retirement Income Inv | — | — | — | $133K | 0.8% |
| CREF Inflation Linked Bond R1 | — | — | — | $132K | 0.7% |
| Dimensional Fund Advisors Dfa U.S. Core Equity 2 I | — | — | — | $116K | 0.7% |
| Dimensional Fund Advisors Dfa Emerging Markets Core Equity I | Mutual Funds | — | — | $106K | 0.6% |
| Dimensional Fund Advisors Dfa Us Small Cap Growth Instl | — | — | — | $96K | 0.5% |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $94K | 0.5% |
| TIAA Access T-C Mid Cap Val T4 | — | — | — | $82K | 0.5% |
| TIAA Access T-C LifCyc 2025 T4 | — | — | — | $71K | 0.4% |
| Dimensional Fund Advisors Dfa Us Large Cap Value I | — | — | — | $59K | 0.3% |
| Dimensional Fund Advisors Dfa Us Large Cap Growth Instl | — | — | — | $59K | 0.3% |
| Vanguard Group Vanguard Mid-Cap Growth Index Admiral | — | — | — | $57K | 0.3% |
| Dimensional Fund Advisors Dfa Investment Grade I | — | — | — | $47K | 0.3% |
| TIAA Access Nuv Qt Small Cap Equity T4 | — | — | — | $43K | 0.2% |
| TIAA Access T-C LifCyc 2020 T4 | — | — | — | $43K | 0.2% |
| TIAA Access T-C Rl Est Sec T4 | — | — | — | $42K | 0.2% |
| Vanguard Group Vanguard Total Intl Stock Index Admiral | — | — | — | $42K | 0.2% |
| Dimensional Fund Advisors Dfa Us Small Cap Value I | — | — | — | $36K | 0.2% |
| Vanguard Group Vanguard High-Yield Corporate Admiral | — | — | — | $35K | 0.2% |
| TIAA Access T-C Sm Cp Bl Ix T4 | — | — | — | $32K | 0.2% |
| Dimensional Fund Advisors Dfa International Core Equity I | — | — | — | $31K | 0.2% |
| TIAA Access T-C LifCyc 2015 T4 | — | — | — | $31K | 0.2% |
| TIAA Access T-C Bond Plus T4 | — | — | — | $30K | 0.2% |
| TIAA Access T-C LifCyc 2045 T4 | — | — | — | $28K | 0.2% |
| TIAA Access T-C Mid Cap Grw T4 | — | — | — | $14K | <0.1% |
| Vanguard Group Vanguard Target Retirement 2065 Inv | — | — | — | $8K | <0.1% |
| TIAA Access T-C Lrg Cap Gr T4 | — | — | — | $7K | <0.1% |
| TIAA Access T-C Equity Idx T4 | — | — | — | $6K | <0.1% |
| TIAA Access Nuv Large Cap Res Equity T4 | — | — | — | $5K | <0.1% |
| Dimensional Fund Advisors Dfa Real Estate Securities I | — | — | — | $2K | <0.1% |
| Dimensional Fund Advisors Dfa International Large Cap Growth | — | — | — | $2K | <0.1% |
| Dimensional Fund Advisors Dfa Short-Term Extended Quality Instl | — | — | — | $1K | <0.1% |
| Dimensional Fund Advisors Dfa International Small Cap Value I | — | — | — | $1K | <0.1% |
| Dimensional Fund Advisors Dfa International Value I | — | — | — | $1K | <0.1% |
