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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds T Rowe Price New Horizons Fund I Mutual Fund | Other securities | — | — | $1.2M | 14.4% | |
| Vanguard 500 Index Fund Admiral Mutual Fund | Other securities | — | — | $989K | 12.0% | |
| Nuveen Lifecycle Index 2035 Fund R6 Mutual Fund | Other securities | — | — | $916K | 11.2% | |
| Nuveen Lifecycle Index 2030 Fund R6 Mutual Fund | Other securities | — | — | $836K | 10.2% | |
| Nuveen Lifecycle Index 2050 Fund R6 Mutual Fund | Other securities | — | — | $802K | 9.8% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | Other securities | — | — | $512K | 6.2% | |
| AB US LARGE CAP GROWTH CIT W SE CL GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $419K | 5.1% | |
| MFS International Growth R6 Mutual Fund | Other securities | — | — | $319K | 3.9% | |
| Nuveen Lifecycle Index 2025 Fund R6 Mutual Fund | Other securities | — | — | $253K | 3.1% | |
| Dodge & Cox Income Fund I Mutual Fund | Other securities | — | — | $241K | 2.9% | |
| GALLIARD STABLE RETURN FUND J WELLS FARGO MUTUAL FUNDS · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $212K | 2.6% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $156K | 1.9% | |
| Vanguard High-Yield Corporate Fund Admiral Mutual Fund | Other securities | — | — | $155K | 1.9% | |
| Nuveen Lifecycle Index 2040 Fund R6 Mutual Fund | Other securities | — | — | $155K | 1.9% | |
| Nuveen Lifecycle Index 2045 Fund R6 Mutual Fund | Other securities | — | — | $137K | 1.7% | |
| Nuveen Lifecycle Index 2060 Fund R6 Mutual Fund | Other securities | — | — | $134K | 1.6% | |
| Nuveen Lifecycle Index 2055 Fund R6 Mutual Fund | Other securities | — | — | $130K | 1.6% | |
| Nuveen Lifecycle Index 2020 Fund R6 Mutual Fund | Other securities | — | — | $103K | 1.3% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $99K | 1.2% | |
| American Beacon Small Cap Value Fund R5 Mutual Fund | Other securities | — | — | $96K | 1.2% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund | Other securities | — | — | $79K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mutual Fund | Other securities | — | — | $70K | 0.8% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $41K | 0.5% | |
| Nuveen Lifecycle Index 2015 Fund R6 Mutual Fund | Other securities | — | — | $39K | 0.5% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $39K | 0.5% | |
| Invesco International Small-Mid Company Fund R6 Mutual Fund | Other securities | — | — | $37K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Mutual Fund | Other securities | — | — | $35K | 0.4% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $16K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Guaranteed interest fund Guaranteed Interest Fund Guaranteed Interest Fund | Other securities | — | — | $3K | <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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $15K | — |
