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 | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | Other securities | — | — | $2.4M | 18.6% | |
| Dodge & Cox Stock Fund Mutual Fund | Other securities | — | — | $1.2M | 9.7% | |
| Key Guaranteed Portfolio Fund Insurance Company General Account | Other securities | — | — | $1.2M | 9.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | Other securities | — | — | $995K | 7.8% | |
| Dodge & Cox Balanced Fund Mutual Fund | Other securities | — | — | $900K | 7.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $859K | 6.8% | |
| Fidelity International Capital Appreciation Fund Mutual Fund | Other securities | — | — | $769K | 6.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $652K | 5.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Other securities | — | — | $623K | 4.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Other securities | — | — | $598K | 4.7% | |
| Fidelity International Index Mutual Fund | Other securities | — | — | $498K | 3.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $364K | 2.9% | |
| Vanguard Extended Market Index Fund Mutual Fund | Other securities | — | — | $310K | 2.4% | |
| maturing through October 2029 | Other securities | — | — | $229K | 1.8% | |
| Voya Intermediate Bond Fund Mutual Fund | Other securities | — | — | $195K | 1.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | Other securities | — | — | $186K | 1.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Other securities | — | — | $183K | 1.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $182K | 1.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $121K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Other securities | — | — | $44K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $36K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Other securities | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Fund Mutual Fund | Other securities | — | — | $36K | 0.3% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| American Century Small Cap Value Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
