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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY LLC | — | ILLINOIS, IL | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Guaranteed Income Fund | Other securities | — | — | $2.2M | 27.6% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Funds | Other securities | — | — | $1.6M | 19.9% | |
| DFA International Sustainability Core 1 Mutual Funds | Other securities | — | — | $836K | 10.5% | |
| Fidelity Mid Cap Growth Index Fund Mutual Funds | Other securities | — | — | $810K | 10.2% | |
| Vanguard Value Index Fund Admiral Mutual Funds | Other securities | — | — | $752K | 9.5% | |
| PGIM Total Return Bond Fund -Class R6 Mutual Funds | Other securities | — | — | $579K | 7.3% | |
| Vanguard Small Cap Value Index Fund Admi Mutual Funds | Other securities | — | — | $363K | 4.6% | |
| iShares Russell 2000 Small-Cap Index Fund Mutual Funds | Other securities | — | — | $230K | 2.9% | |
| Vanguard 500 Index Fund Admiral Mutual Funds | Other securities | — | — | $225K | 2.8% | |
| Participant Loans Interest rates from 4.25% to 9.5% $0 | Bonds / Notes | — | — | $208K | 2.6% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Funds | Other securities | — | — | $93K | 1.2% | |
| DFA Emerging Markets Core Equity Mutual Funds | Other securities | — | — | $61K | 0.8% | |
| PIMCO Income Fund Institutional Class Mutual Funds | Other securities | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
