Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $387K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $13 | — |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500 INDEX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $53.0M | 9.5% | |
| STABLE RETURN FUND X SEI TRUST COMPANY · EIN 82-6843145 / PN 001 | Common Collective Trust | — | — | $37.8M | 6.7% | |
| GLOBAL ALL CAP EQUITY EX-US SL CLII STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $24.4M | 4.4% | |
| RUSSELL SMALL MID CAP SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $15.9M | 2.8% | |
| TARGET RETIREMENT 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $15.9M | 2.8% | |
| WORLD DEVELOPED EX US INDEX SL SF C | Other securities | — | — | $14.8M | 2.6% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $14.5M | 2.6% | |
| TARGET RETIREMENT 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $12.9M | 2.3% | |
| TARGET RETIREMENT 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $11.1M | 2.0% | |
| U.S. BOND INDEX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $9.5M | 1.7% | |
| TARGET RETIREMENT 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $8.6M | 1.5% | |
| TARGET RETIREMENT 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $8.0M | 1.4% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | Other securities | — | — | $6.2M | 1.1% | |
| TARGET RETIREMENT 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $5.6M | 1.0% | |
| S&P 500 R INDX SL SF CL I CMC1 | Other securities | — | — | $4.3M | 0.8% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | Other securities | — | — | $3.7M | 0.7% | |
| TARGET RETIREMENT INCOME SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $3.5M | 0.6% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | Other securities | — | — | $3.4M | 0.6% | |
| TARGET RETIREMENT 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $3.1M | 0.6% | |
| U.S. BOND INDX SL SF CL I CME9 | Other securities | — | — | $3.1M | 0.6% | |
| TARGET RETIREMENT 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $2.8M | 0.5% | |
| U.S. BOND INDX SL SF CL I CME9 | Other securities | — | — | $2.7M | 0.5% | |
| NT COLLECTIVE GOVERNMENT STIF | Common Collective Trusts | — | — | $2.6M | 0.5% | |
| DIAMOND HILL SMALL-MID CAP WILMINGTON TRUST, N.A. · EIN 38-7275313 / PN 777 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| S&P 500 R INDX SL SF CL I CMC1 | Other securities | — | — | $2.5M | 0.4% | |
| TARGET RETIREMENT 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | Other securities | — | — | $2.3M | 0.4% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | Other securities | — | — | $1.9M | 0.3% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | U.S. Treasuries | — | — | $1.6M | 0.3% | |
| U.S. BOND INDX SL SF CL I CME9 | Other securities | — | — | $1.6M | 0.3% | |
| TARGET RETIREMENT 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | Other securities | — | — | $1.5M | 0.3% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | Other securities | — | — | $1.4M | 0.3% | |
| S&P 500 R INDX SL SF CL I CMC1 | Other securities | — | — | $1.1M | 0.2% | |
| RUSSELL SMALL/MID CAP R INDX SL S | Other securities | — | — | $1.0M | 0.2% | |
| US HIGH YIELD BOND INDX SL SF CL I | Other securities | — | — | $994K | 0.2% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | Other securities | — | — | $908K | 0.2% | |
| US HIGH YIELD BOND INDX SL SF CL I | Other securities | — | — | $906K | 0.2% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | U.S. Treasuries | — | — | $893K | 0.2% | |
| S&P 500 R INDX SL SF CL I CMC1 | Other securities | — | — | $844K | 0.2% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | Other securities | — | — | $806K | 0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | U.S. Treasuries | — | — | $806K | 0.1% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | U.S. Treasuries | — | — | $701K | 0.1% | |
| U.S. BOND INDX SL SF CL I CME9 | Other securities | — | — | $700K | 0.1% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | Other securities | — | — | $647K | 0.1% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | Other securities | — | — | $631K | 0.1% | |
| US HIGH YIELD BOND INDX SL SF CL I | Other securities | — | — | $562K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL S | Other securities | — | — | $536K | <0.1% | |
| S&P 500 R INDX SL SF CL I CMC1 | Other securities | — | — | $477K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | Other securities | — | — | $455K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
