This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $86K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | NONE | $45K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $18K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB SMARTRETIREMENT DRE 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | $10.2M | 10.0% |
| SSGA S&P 500(R) INDEX NL SER N |
Common Collective Trust |
| $9.9M |
| 9.7% |
| SSGA US BOND INDEX FUND CLASS C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | $8.9M | 8.7% |
| JPMCB SMARTRETIREMENT DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | $7.7M | 7.5% |
| JPMCB SMARTRETIREMENT DRE 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | $7.6M | 7.5% |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $7.1M | 6.9% |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | $6.1M | 5.9% |
| JPMCB SMARTRETIREMENT DRE 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | $3.5M | 3.4% |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 183 | Common Collective Trust | $3.4M | 3.3% |
| SSGA RUSSELL SMALL/MID CAP INX NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | $2.6M | 2.6% |
| JPMCB SMARTRETIREMENT DRE 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | $2.5M | 2.4% |
| JPMCB SMARTRETIREMENT DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | $2.1M | 2.1% |
| JPMCB SMARTRETIREMENT DRE 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | $592K | 0.6% |
| JPMCB SMARTRETIREMENT DRE 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | $165K | 0.2% |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | $135K | 0.1% |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4312964 / PN 001 | Common Collective Trust | $76K | <0.1% |
| SSGA REAL ASSET FUND CLASS C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $73K | <0.1% |
