This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | BROKERAGE | $0 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARBOR CAPITAL APPRECIATION HARBOR TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | $7.1M | 9.7% |
| NT COLLECTIVE S&P 500 IX FUD DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | $6.3M | 8.6% |
| NT COLL ECT EQ MKT INDEX FUND DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 |
Common Collective Trust |
| $4.1M |
| 5.7% |
| NEW YORK LIFE ANCHOR ACCOUNT IV NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Common Collective Trust | $2.8M | 3.8% |
| MFS MID CAP GROWTH FUND WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | $2.4M | 3.3% |
| GREAT GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | $2.1M | 2.8% |
| FIAM CORE PLUS COMINGLED POOL CLASS WILIMINGTON TRUST COMPANY · EIN 38-4139822 / PN 615 | Common Collective Trust | $1.1M | 1.5% |
| MFS MID CAP VALUE FUND WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $681K | 0.9% |
| NT COLL ALL COUNTRY WORLD EX US INV NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | $591K | 0.8% |
| NT COLLECTIVE AGG BOND IX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | $536K | 0.7% |
| MFS LARGE CAP VALUE FUND WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | $195K | 0.3% |
