Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | NONE | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Target Retirement 2045 | Other securities | — | — | $871K | 16.6% | |
| 500 Index Admiral | Other securities | — | — | $767K | 14.6% | |
| Target Retirement 2040 | Other securities | — | — | $676K | 12.9% | |
| Target Retirement 2035 | Other securities | — | — | $621K | 11.8% | |
| Target Retirement 2050 | Other securities | — | — | $414K | 7.9% | |
| Target Retirement 2055 | Other securities | — | — | $213K | 4.1% | |
| Target Retirement 2030 | Other securities | — | — | $200K | 3.8% | |
| Mid Cap Index Fund | Other securities | — | — | $186K | 3.5% | |
| Target Retirement 2060 | Other securities | — | — | $156K | 3.0% | |
| Target Retirement 2025 | Other securities | — | — | $132K | 2.5% | |
| Target Retirement 2020 | Other securities | — | — | $117K | 2.2% | |
| US Small Cap | Other securities | — | — | $115K | 2.2% | |
| US Large Cap Value | Other securities | — | — | $95K | 1.8% | |
| Inflation-Protected Securities | Other securities | — | — | $60K | 1.1% | |
| Dodge & Cox Income | Other securities | — | — | $45K | 0.9% | |
| DFA: Emerging Markets Core Equity | Other securities | — | — | $32K | 0.6% | |
| Target Retirement 2065 | Other securities | — | — | $26K | 0.5% | |
| PIMCO Income | Other securities | — | — | $21K | 0.4% | |
| MORLEY STABLE VALUE CL-25-I MORLEY VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $16K | 0.3% | |
| Vanguard: Target Retirement Income | Mutual Funds | — | — | $11K | 0.2% | |
| International Small Company | Other securities | — | — | $6K | 0.1% | |
| Vanguard Federal Money Market | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
