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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $54K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| GREAT GRAY TRUST AM FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $3.5M | 10.0% |
| GREAT GRAY TRUST AM FUNDS 2030 I |
| Direct comp |
|---|
| Indirect comp |
|---|
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
Common Collective Trust |
| $3.0M |
| 8.6% |
| GREAT GRAY TRUST AM FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $3.0M | 8.5% |
| GREAT GRAY TRUST AM FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $2.9M | 8.4% |
| GREAT GRAY TRUST AM FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $2.6M | 7.4% |
| GREAT GRAY TRUST AM FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $2.5M | 7.3% |
| GREAT GRAY TRUST AM FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $2.4M | 7.0% |
| GREAT GRAY TRUST AM FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $2.1M | 5.9% |
| GREAT GRAY TRUST AM FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $1.3M | 3.8% |
| MFS MID CAP VALUE FUND IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | $375K | 1.1% |
| LARGE CAP VALUE R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $226K | 0.6% |
| LARGE CAP GROWTH FUND IV GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | $220K | 0.6% |
| GREAT GRAY TRUST AM FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $149K | 0.4% |
| GREAT GRAY TRUST AM FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $116K | 0.3% |
| SMALL CAP VALUE FUND III R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | $77K | 0.2% |
| SMALL CAP GROWTH FUND II FEE CL R1 GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | $69K | 0.2% |
| INTERNATIONAL EQUITY FUND R1 GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | $7K | <0.1% |
| GREAT GRAY TRUST AM FUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | $7K | <0.1% |
| MASSMUTUAL INFL-PROT AND INC R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1 | <0.1% |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | $0 | <0.1% |
| MID CAP GROWTH FUND R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
