Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $624 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-Cref Lifecycle Index 2025 Institutional Mutual fund | Other securities | — | — | $1.2M | 21.4% | |
| TIAA-Cref Lifecycle Index 2030 Institutional Mutual fund | Other securities | — | — | $878K | 16.2% | |
| TIAA-Cref Lifecycle Index 2010 Institutional Mutual fund | Other securities | — | — | $700K | 12.9% | |
| TIAA-Cref Lifecycle Index 2040 Institutional Mutual fund | Other securities | — | — | $467K | 8.6% | |
| TIAA-Cref Lifecycle Index 2020 Institutional Mutual fund | Other securities | — | — | $404K | 7.4% | |
| TIAA-Cref Lifecycle Index 2035 Institutional Mutual fund | Other securities | — | — | $275K | 5.1% | |
| TIAA-Cref Lifecycle Index 2015 Institutional Mutual fund | Other securities | — | — | $194K | 3.6% | |
| Federated Hemes Govt Obl Advisor Mutual fund | Other securities | — | — | $171K | 3.2% | |
| TIAA-Cref Lifecycle Index 2060 Institutional Mutual fund | Other securities | — | — | $166K | 3.0% | |
| Diamond Hill Large Cap Y Mutual fund | Other securities | — | — | $131K | 2.4% | |
| Harbor Capital Appreciation Institutional Mutual fund | Other securities | — | — | $127K | 2.3% | |
| Principal Mid Cap Blend Institutional Mutual fund | Other securities | — | — | $115K | 2.1% | |
| TIAA-Cref Lifecycle Index 2055 Institutional Mutual fund | Other securities | — | — | $104K | 1.9% | |
| TIAA-Cref Lifecycle Index 2045 Institutional Mutual fund | Other securities | — | — | $84K | 1.5% | |
| Invesco Small Cap Value Y Mutual fund | Other securities | — | — | $75K | 1.4% | |
| Federated Bond Institutional Mutual fund | Other securities | — | — | $53K | 1.0% | |
| iShares S & P 500 Index K Mutual fund | Other securities | — | — | $52K | 0.9% | |
| MFS Mid Cap Value R6 Mutual fund | Other securities | — | — | $42K | 0.8% | |
| TIAA-Cref Lifecycle Index 2050 Institutional Mutual fund | Other securities | — | — | $38K | 0.7% | |
| American Funds Europacific Growth R6 Mutual fund | Other securities | — | — | $37K | 0.7% | |
| Buffalo Small Cap Mutual fund | Other securities | — | — | $28K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 Mutual fund | Other securities | — | — | $28K | 0.5% | |
| Invesco Developing Markets Y Mutual fund | Other securities | — | — | $25K | 0.5% | |
| iShares MSCI EAFE International Index K Mutual fund | Other securities | — | — | $21K | 0.4% | |
| iShares Russell 2000 Small-Cap Index K Mutual fund | Other securities | — | — | $11K | 0.2% | |
| iShares Russell Mid-Cap Index K Mutual fund | Other securities | — | — | $10K | 0.2% | |
| Forfeiture/asset holding account (Russell 2055) Mutual fund | Other securities | — | — | $7K | 0.1% | |
| iShares U.S. Aggregate Bond Index K Mutual fund | Other securities | — | — | $7K | 0.1% | |
| PIMCO Commodity Real Ret Strat Instl Mutual fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $16K |
| — |
