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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $861K | 14.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $706K | 11.6% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $431K | 7.1% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $429K | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $418K | 6.9% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $418K | 6.9% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | Other securities | — | — | $391K | 6.4% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $369K | 6.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $276K | 4.5% | |
| Massachusetts Financial Services Growth Retail Class 4 Mutual Fund | Other securities | — | — | $227K | 3.7% | |
| Western Asset Core Plus Bond Fund Institutional Mutual Fund | Other securities | — | — | $214K | 3.5% | |
| Participant Loans to participants, bearing interest ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $186K | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $177K | 2.9% | |
| EI Fixed Account - Series Class III Fully Benefit-Responsive Investment Contract | Other securities | — | — | $163K | 2.7% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $149K | 2.4% | |
| Vanguard 500 Index Admiral Mutual Fund | Other securities | — | — | $122K | 2.0% | |
| Massachusetts Financial Services International Growth Retail Class 6 Mutual Fund | Other securities | — | — | $106K | 1.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $88K | 1.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $76K | 1.2% | |
| GALLIARD RETIREMENT INCOME FD FEE C GREAT GRAY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $62K | 1.0% | |
| Pacific Investment Management Company Income Institutional Mutual Fund | Other securities | — | — | $46K | 0.8% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $46K | 0.7% | |
| Virtus Kayne Anderson Rudnick Mid-Cap Growth Retail Class 6 Mutual Fund | Other securities | — | — | $42K | 0.7% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $38K | 0.6% | |
| Vanguard Inflation-Protected Securities Investor Mutual Fund | Other securities | — | — | $22K | 0.4% | |
| Principal Real Estate Securities Institutional Mutual Fund | Other securities | — | — | $18K | 0.3% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Other securities | — | — | $12K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $12K | 0.2% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| Undiscovered Managers Behavioral Value Retail Class 6 Mutual Fund | Other securities | — | — | $11K | 0.2% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $8K | 0.1% | |
| Vanguard Explorer Admiral Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $14K | — |
