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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTMARK NATIONAL BANK | — | JACKSON, MS | TRUSTEE | $83K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (b)(c) Identity of Issue/Description (e) Value Mutual funds Vanguard 500 Index Fund | Other securities | — | — | $2.7M | 15.7% | |
| Vanguard Target Retirement 2060 Investment Fund | Other securities | — | — | $2.2M | 12.6% | |
| Vanguard Growth Index Fund | Other securities | — | — | $2.1M | 12.0% | |
| Vanguard Target Retirement 2025 Investment Fund | Other securities | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2030 Investment Fund | Other securities | — | — | $896K | 5.2% | |
| Vanguard Target Retirement 2045 Investment Fund | Other securities | — | — | $880K | 5.1% | |
| Vanguard Target Retirement 2035 Investment Fund | Other securities | — | — | $789K | 4.6% | |
| Vanguard Balanced Index Fund | Other securities | — | — | $727K | 4.2% | |
| Vanguard Developed Markets Index Fund | Other securities | — | — | $677K | 3.9% | |
| Vanguard Target Retirement Income Investment Fund | Other securities | — | — | $626K | 3.6% | |
| Vanguard Target Retirement 2040 Investment Fund | Other securities | — | — | $486K | 2.8% | |
| Participant loans * Participant loans, interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $385K | 2.2% | |
| Vanguard Target Retirement 2055 Investment Fund | Other securities | — | — | $284K | 1.6% | |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional | Other securities | — | — | $281K | 1.6% | |
| Invesco Global R6 Fund | Other securities | — | — | $259K | 1.5% | |
| Vanguard Equity Income Fund | Other securities | — | — | $225K | 1.3% | |
| Vanguard Target Retirement 2050 Investment Fund | Other securities | — | — | $201K | 1.2% | |
| MFS Growth Allocation R4 Fund | Other securities | — | — | $191K | 1.1% | |
| Vanguard Interim-Term Bond Index Fund | Other securities | — | — | $186K | 1.1% | |
| Vanguard Small Cap Growth Index Fund | Other securities | — | — | $184K | 1.1% | |
| Pimco Institutional Income Fund | Other securities | — | — | $169K | 1.0% | |
| Vanguard Target Retirement 2065 Investment Fund | Other securities | — | — | $162K | 0.9% | |
| Vanguard Target Retirement 2020 Investment Fund | Other securities | — | — | $155K | 0.9% | |
| John Hancock International Growth R6 Fund | Other securities | — | — | $154K | 0.9% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $154K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund | Other securities | — | — | $92K | 0.5% | |
| Thornburg Developing World R6 Fund | Other securities | — | — | $38K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $34K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund | Other securities | — | — | $30K | 0.2% | |
| MFS Growth Allocation R6 | Other securities | — | — | $25K | 0.1% | |
| Empower S&P Mid Cap 400 Index Fund Institutional | Other securities | — | — | $25K | 0.1% | |
| Vanguard Small Cap Value Index Fund | Other securities | — | — | $17K | <0.1% | |
| Invesco International Small-Mid Company R6 Fund | Other securities | — | — | $13K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard Small Cap Index Fund | Other securities | — | — | $3K | <0.1% | |
| MFS Emerging Markets Debt R6 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
