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 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $250 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $2.0M | 16.6% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $1.5M | 12.4% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $1.3M | 10.9% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $1.2M | 10.4% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $999K | 8.5% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $911K | 7.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $753K | 6.4% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $688K | 5.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $438K | 3.7% | |
| Self-directed brokerage funds Self-directed brokerage accounts | Other securities | — | — | $411K | 3.5% | |
| JPMORGAN US RESEARCH ENHANCED EQUITY R6 Registered investment company | Other securities | — | — | $257K | 2.2% | |
| VANGUARD INSTITUTIONAL INDEX INSTL PL Registered investment company | Other securities | — | — | $253K | 2.1% | |
| maturing through April 2031 0 | Other securities | — | — | $241K | 2.0% | |
| FIDELITY INTERNATIONAL INDEX Registered investment company | Other securities | — | — | $197K | 1.7% | |
| VANGUARD SMALL CAP INDEX INSTL Registered investment company | Other securities | — | — | $182K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $160K | 1.4% | |
| DFA EMERGING MARKETS I Registered investment company | Other securities | — | — | $102K | 0.9% | |
| VANGUARD TOTAL BOND MARKET INDEX INST Registered investment company | Other securities | — | — | $77K | 0.6% | |
| VANGUARD REAL ESTATE INDEX INSTITUTIONAL Registered investment company | Other securities | — | — | $60K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $48K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered investment company | Other securities | — | — | $35K | 0.3% | |
| BAIRD AGGREGATE BOND INST Registered investment company | Other securities | — | — | $35K | 0.3% | |
| VANGUARD INFLATION-PROTECTED SECS I Registered investment company | Other securities | — | — | $17K | 0.1% | |
| EMPOWER SELECT GUARANTEED FUND Group annuity contract | Common Stock | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
