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 | $19K | — |
| ASCENSUS INC. | — | FORT WAYNE, IN | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UPFSA INS AGENCY OF AZ INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Group American Funds 2030 Target Date Retirement Fund R4 | Common Stock | — | — | $633K | 14.2% | |
| Capital Group American Funds 2040 Target Date Retirement Fund R4 | Common Stock | — | — | $516K | 11.5% | |
| Teachers Insurance and Annuity Association of America TIAA Traditional Benefit Responsive | Other securities | — | — | $296K | 6.6% | |
| College Retirement Equities Fund CREF Money Market Account R1 ** 879 * College Retirement Equities Fund CREF Social Choice Account R1 | Cash / Money Market | — | — | $267K | 6.0% | |
| College Retirement Equities Fund CREF Global Equities Account R1 | Other securities | — | — | $263K | 5.9% | |
| Capital Group American Funds 2045 Target Date Retirement Fund R4 | Common Stock | — | — | $262K | 5.9% | |
| Teachers Insurance and Annuity Association of America TIAA Traditional Non Benefit Responsive | Other securities | — | — | $239K | 5.4% | |
| Capital Group American Funds 2050 Target Date Retirement Fund R4 | Common Stock | — | — | $223K | 5.0% | |
| Capital Group American Funds 2060 Target Date Retirement Fund R4 | Common Stock | — | — | $206K | 4.6% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Large Cap Value Fund T4 | Other securities | — | — | $164K | 3.7% | |
| Capital Group American Funds 2035 Target Date Retirement Fund R4 | Common Stock | — | — | $154K | 3.4% | |
| College Retirement Equities Fund CREF Equity Index Account R1 | Other securities | — | — | $147K | 3.3% | |
| Massachusetts Mutual Life Insurance Company MassMutual Guaranteed Interest Account | Other securities | — | — | $136K | 3.0% | |
| College Retirement Equities Fund CREF Stock Account R1 | Other securities | — | — | $134K | 3.0% | |
| Capital Group American Funds Washington Mutual Inv Fund R4 | Common Stock | — | — | $127K | 2.8% | |
| Capital Group American Funds 2055 Target Date Retirement Fund R4 | Common Stock | — | — | $92K | 2.0% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen International Equity Fund T4 | Other securities | — | — | $75K | 1.7% | |
| College Retirement Equities Fund CREF Core Bond Account R1 | Other securities | — | — | $74K | 1.7% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond Account R1 | Other securities | — | — | $63K | 1.4% | |
| MassMutual MM S&P 500 Index Fund Administrative | Other securities | — | — | $59K | 1.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Mid Cap Value Fund T4 | Other securities | — | — | $51K | 1.1% | |
| Capital Group American Funds 2025 Target Date Retirement Fund R4 | Common Stock | — | — | $48K | 1.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Real Estate Securities Select Fund T4 | Other securities | — | — | $40K | 0.9% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Small Cap Blend Index Fund T4 | Other securities | — | — | $39K | 0.9% | |
| American Century Investments American Century Mid Cap Value Fund Investor ** 705 Capital Group American Funds 2010 Target Date Retirement Fund R4 | Common Stock | — | — | $32K | 0.7% | |
| Franklin Templeton Investments Franklin Total Return Fund Advisor | Other securities | — | — | $24K | 0.5% | |
| MassMutual US Government Money Market Fund R5 | Cash / Money Market | — | — | $22K | 0.5% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Core Equity Fund T4 | Other securities | — | — | $21K | 0.5% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Quant Small Cap Equity Fund T4 | Other securities | — | — | $18K | 0.4% | |
| College Retirement Equities Fund CREF Growth Account R1 | Other securities | — | — | $12K | 0.3% | |
| Capital Group American Funds 2020 Target Date Retirement Fund R4 | Common Stock | — | — | $11K | 0.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Lifecycle 2035 Fund T4 | Other securities | — | — | $7K | 0.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuveen Core Plus Bond Fund T4 | Other securities | — | — | $6K | 0.1% | |
| Macquarie Small Cap Growth Fund Y ** 733 * MassMutual Blue Chip Growth Fund Administrative | Other securities | — | — | $4K | <0.1% | |
| Invesco Real Estate Fund Y | Other securities | — | — | $2K | <0.1% | |
| Macquarie Emerging Markets Fund Institutional | 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.
| — |
| SCOTTSDALE, AZ |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC. DBA FUTUREPL | — | SANDIEGO, CA | CONTRACT ADMIN | $1K | — |
