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 | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $94K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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.
| % of plan | |||
|---|---|---|---|
| SSGA S&P 500(R) INDEX NL SER N STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | $10.9M | 11.2% |
| JPMCB SMARTRETIREMENT DRE 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | $9.6M | 9.8% |
| JPMCB SMARTRETIREMENT DRE 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | $8.6M | 8.8% |
| SSGA US BOND INDEX FUND CLASS C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | $7.8M | 8.0% |
| JPMCB SMARTRETIREMENT DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | $7.7M | 7.9% |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $7.0M | 7.2% |
| SSGA GLOBAL ALL CAP EQUITY ES-US K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | $5.9M | 6.0% |
| JPMCB SMARTRETIREMENT DRE 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | $3.5M | 3.6% |
| SSGA RUSSELL SMALL/MID CAP INX NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | $3.0M | 3.1% |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 183 | Common Collective Trust | $2.7M | 2.8% |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | $2.5M | 2.6% |
| JPMCB SMARTRETIREMENT DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | $2.4M | 2.5% |
| JPMCB SMARTRETIREMENT DRE 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | $668K | 0.7% |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4312964 / PN 001 | Common Collective Trust | $94K | <0.1% |
| STATE ST REAL ASSET NL C1 C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $73K | <0.1% |
| JPMCB SMARTRETIREMENT DRE 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | $56K | <0.1% |
| JPMCB SMARTRETIREMENT DRE 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | $0 | <0.1% |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $45K |
| — |
