Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Large‐Cap Fund | Other securities | — | — | $13.2M | 15.9% | |
| T.Rowe Price 2045 Fund Retirement Fund | Other securities | — | — | $9.4M | 11.3% | |
| T.Rowe Price 2055 Fund Retirement Fund | Other securities | — | — | $8.7M | 10.5% | |
| T.Rowe Price 2040 Fund Retirement Fund | Other securities | — | — | $7.1M | 8.5% | |
| T.Rowe Price 2050 Fund Retirement Fund | Other securities | — | — | $5.7M | 6.9% | |
| American Century Ultra R6 Large‐Cap Fund | Other securities | — | — | $5.4M | 6.5% | |
| T.Rowe Price 2035 Fund Retirement Fund | Other securities | — | — | $4.8M | 5.8% | |
| Empower Fixed Account Fund Insurance Company General Account | Other securities | — | — | $3.5M | 4.2% | |
| T.Rowe Price 2030 Fund Retirement Fund | Other securities | — | — | $3.4M | 4.1% | |
| Vanguard Small Cap Index ADM Small‐Cap Fund | Other securities | — | — | $3.0M | 3.6% | |
| American Funds Europacific GR R6 International Fund | Other securities | — | — | $2.5M | 3.1% | |
| American Funds Capital World G/I R6 International Fund | Other securities | — | — | $2.4M | 2.9% | |
| Vanguard Short‐Term Investment‐Grade ADM Short Term Fund | Other securities | — | — | $2.1M | 2.6% | |
| Vanguard Mid Cap Index Fund ‐ Admiral Mid‐Cap Fund | Other securities | — | — | $2.0M | 2.4% | |
| T.Rowe Price 2025 Fund Retirement Fund | Other securities | — | — | $1.3M | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 Mid‐Cap Fund | Other securities | — | — | $1.1M | 1.3% | |
| American Funds American Balanced R6 Balanced Fund | Other securities | — | — | $1.0M | 1.2% | |
| Vanguard Small Cap Value Index Fund Small‐Cap Fund | Other securities | — | — | $933K | 1.1% | |
| Empower SecureFoundation Bal Inst Balanced Fund | Other securities | — | — | $781K | 0.9% | |
| Empower Multi‐Sector Bond Inst Bond Fund | U.S. Treasuries | — | — | $692K | 0.8% | |
| Baird Aggregate Bond Inst Bond Fund | U.S. Treasuries | — | — | $661K | 0.8% | |
| Participant loans 2025‐2039 ‐0‐ | Participant loans | — | — | $604K | 0.7% | |
| Empower Govt Securities Fund Inst US Mortgage Securities Fund | Other securities | — | — | $546K | 0.7% | |
| T.Rowe Price 2020 Fund Retirement Fund | Other securities | — | — | $492K | 0.6% | |
| BNY Mellon Equity Income Y Large‐Cap Fund | Other securities | — | — | $487K | 0.6% | |
| Janus Henderson Triton N Mid‐Cap Fund | Other securities | — | — | $472K | 0.6% | |
| Blackrock Emerging Mkts Instl International Fund | Other securities | — | — | $321K | 0.4% | |
| American Centry Mid Cap Value R6 Mid‐Cap Fund | Other securities | — | — | $319K | 0.4% | |
| T.Rowe Price 2015 Fund Retirement Fund | Other securities | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | — | FAIRFIELD, IA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC. | — | SAN DIEGO, CA | CONTRACT ADMIN | $21K | — |
