Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual Fund N/A | Other securities | — | — | $13.9M | 11.6% | |
| American Funds American Balanced R6 Mutual Fund N/A | Other securities | — | — | $8.5M | 7.1% | |
| Franklin Growth R6 Mutual Fund N/A | Other securities | — | — | $8.2M | 6.8% | |
| Vanguard Growth Index ADM Mutual Fund N/A | Other securities | — | — | $7.3M | 6.1% | |
| Victory Sycamore Established Value R6 Mutual Fund N/A | Other securities | — | — | $5.7M | 4.8% | |
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $5.6M | 4.7% | |
| Vanguard Total Stock MKT IDX ADM Mutual Fund N/A | Other securities | — | — | $5.5M | 4.6% | |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $5.4M | 4.5% | |
| Vanguard Equity Income Fund Mutual Fund N/A | Other securities | — | — | $5.3M | 4.4% | |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $5.0M | 4.2% | |
| Empower T. Rowe Price Mid Cap GR Mutual Fund N/A | Other securities | — | — | $4.3M | 3.6% | |
| Key Guaranteed Portfolio Fund Fixed Annuity N/A | Other securities | — | — | $4.1M | 3.4% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $3.7M | 3.1% | |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $3.3M | 2.8% | |
| Fidelity Total Bond K6 Mutual Fund N/A | Other securities | — | — | $3.0M | 2.5% | |
| PIMCO Income Instl Mutual Fund N/A | Other securities | — | — | $2.8M | 2.4% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.0% | |
| PIMCO Real Return Instl Mutual Fund N/A | Other securities | — | — | $2.4M | 2.0% | |
| Vanguard Small Cap Index ADM Mutual Fund N/A | Other securities | — | — | $2.3M | 2.0% | |
| Vanguard International Growth ADM Mutual Fund N/A | Other securities | — | — | $2.3M | 2.0% | |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $2.2M | 1.9% | |
| American Funds New World R6 Mutual Fund N/A | Other securities | — | — | $2.1M | 1.8% | |
| Vanguard Global Equity Fund Mutual Fund N/A | Other securities | — | — | $2.1M | 1.7% | |
| Notes receivable from participants Maturing 2025 - 2037 at interest rate of 4.25% - 9.50% - | Bonds / Notes | — | — | $1.0M | 0.9% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | Other securities | — | — | $934K | 0.8% | |
| DFA US Targeted Value I Mutual Fund N/A | Other securities | — | — | $924K | 0.8% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $914K | 0.8% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $851K | 0.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $796K | 0.7% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $779K | 0.7% | |
| American Century Global Gold Inv Mutual Fund N/A | Other securities | — | — | $668K | 0.6% | |
| Fidelity Small Cap Growth K6 Mutual Fund N/A | Other securities | — | — | $496K | 0.4% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $434K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund N/A | Other securities | — | — | $336K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $255K | 0.2% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund N/A | Other securities | — | — | $217K | 0.2% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $211K | 0.2% | |
| PIMCO All Asset Instl Mutual Fund N/A | Other securities | — | — | $168K | 0.1% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $125K | 0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $100K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $36K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $27K | <0.1% | |
| T ROWE PRICE RETIREMENT 2020 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2010 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $71K | — |
