Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD | 93-1253576 | — | RECORDKEEPER | $24K | — |
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $345 | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | Other securities | — | — | $922K | 9.3% | |
| Reliance Trust Company Federated Return Bond | Other securities | — | — | $879K | 8.9% | |
| CREF Variable Annuity Stock Account | Other securities | — | — | $850K | 8.6% | |
| CREF Variable Annuity Growth Account | Other securities | — | — | $784K | 7.9% | |
| Schwab S&P 500 Select | Other securities | — | — | $737K | 7.4% | |
| Vanguard Developed Markets IDX Admiral | Other securities | — | — | $652K | 6.6% | |
| Standard Insurance Company The Standard Stable Asset A | Other securities | — | — | $620K | 6.2% | |
| MEDLEY PSF PGIM JENNISON BLEND PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $481K | 4.9% | |
| CREF Variable Annuity Global Equities Account | Other securities | — | — | $386K | 3.9% | |
| Vanguard Equity - Income adm | Other securities | — | — | $378K | 3.8% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $356K | 3.6% | |
| TIAA CREF Access Lifecycle 2030 | Other securities | — | — | $349K | 3.5% | |
| CREF Variable Annuity Equity Index Account | Other securities | — | — | $325K | 3.3% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $256K | 2.6% | |
| CREF Variable Annuity Money Market Account | Cash / Money Market | — | — | $188K | 1.9% | |
| Janus Enterprise | Other securities | — | — | $181K | 1.8% | |
| MEDLEY PSF STOCK INDEX PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $177K | 1.8% | |
| MEDLEY PRUDENTIAL CAPITAL GROWTH AC THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $175K | 1.8% | |
| MFS Mid Cap Value Fund Class 5 | Other securities | — | — | $130K | 1.3% | |
| CREF Variable Annuity Social Choice Account | Other securities | — | — | $129K | 1.3% | |
| JPMorgan US Equity R5 | Other securities | — | — | $127K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $118K | 1.2% | |
| CREF Variable Annuity Bond Market Account | Other securities | — | — | $104K | 1.0% | |
| TIAA Access Lifecycle Fund | Other securities | — | — | $100K | 1.0% | |
| Participant loans Participant loans, interest at rates ranging at 3.25% - 0 | Bonds / Notes | — | — | $55K | 0.6% | |
| Prudential Total Ret Bond Z | U.S. Treasuries | — | — | $53K | 0.5% | |
| Vanguard Total BD Mkt Indx Adm | Other securities | — | — | $43K | 0.4% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $39K | 0.4% | |
| MEDLEY PSF GLOBAL PORTFOLIO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $33K | 0.3% | |
| MEDLEY PSF PGIM TOTAL RET BOND PORT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $31K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Other securities | — | — | $27K | 0.3% | |
| JP Morgan JP Morgan Small Cap Growth R6 745 American Funds American Funds AM Bal R6 | Other securities | — | — | $24K | 0.2% | |
| CREF Variable Annuity Inflation-Linked Bond Account | Other securities | — | — | $23K | 0.2% | |
| PIMCO Real Return Instl | Other securities | — | — | $22K | 0.2% | |
| Fidelity Advisor International Cap | Other securities | — | — | $20K | 0.2% | |
| Calvert Investments Calvert US Large Cap Core | Other securities | — | — | $20K | 0.2% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $17K | 0.2% | |
| Brown Advisory Brown Advisory Sustainable Growth Inv | Other securities | — | — | $13K | 0.1% | |
| Carillon Group Carillon Scout Mid Cap | Common Stock | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors DFA International Sustainability Core | Other securities | — | — | $8K | <0.1% | |
| TIAA Plan Loan Default Fund | Other securities | — | — | $6K | <0.1% | |
| TIAA Access Bond | Other securities | — | — | $6K | <0.1% | |
| MEDLEY PSF PGIM FLEXIBLE MANAGED PO THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Non-interest bearing cash Reliance Cash Account | Cash / Money Market | — | — | $5K | <0.1% | |
| Empower Guaranteed Interest Account | Other securities | — | — | $5K | <0.1% | |
| MEDLEY PSF PGIM 50-50 BALANCE PORT THE PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TIAA Access International Equity Fund | Other securities | — | — | $4K | <0.1% | |
| TIAA Mid Cap Value Fund | Other securities | — | — | $3K | <0.1% | |
| TIAA Access Money Market 630 * TIAA Access Small-Cap Equity Fund | Cash / Money Market | — | — | $3K | <0.1% | |
| TIAA Mid Cap Growth 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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $15K | — |
