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 | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Other securities | — | — | $4.4M | 28.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund Group Annuity Contract | Common Stock | — | — | $1.2M | 7.5% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $1.1M | 7.0% | |
| AB Large Cap Growth Fund | Other securities | — | — | $1.1M | 6.8% | |
| Vanguard Mid Cap Index Fund | Other securities | — | — | $926K | 5.9% | |
| Vanguard Small Cap Index Fund | Other securities | — | — | $853K | 5.4% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $837K | 5.3% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $660K | 4.2% | |
| MFS International Equity Fund | Other securities | — | — | $655K | 4.2% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $641K | 4.1% | |
| DFA Emerging Markets Core | Other securities | — | — | $359K | 2.3% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $331K | 2.1% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $319K | 2.0% | |
| Principal Mid Cap Fund | Other securities | — | — | $292K | 1.9% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $289K | 1.8% | |
| MFS Mid Cap Value Fund | Other securities | — | — | $287K | 1.8% | |
| Vanguard Inflation-Protected Securities Fund | Other securities | — | — | $278K | 1.8% | |
| Fidelity Small Cap Growth Fund | Other securities | — | — | $264K | 1.7% | |
| Dodge & Cox Stock Fund | Other securities | — | — | $230K | 1.5% | |
| BlackRock Total Return Fund | Other securities | — | — | $211K | 1.3% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $182K | 1.2% | |
| BlackRock LifePath Retirement Fund | Other securities | — | — | $99K | 0.6% | |
| PGIM High Yield Fund | Other securities | — | — | $62K | 0.4% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $57K | 0.4% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $48K | 0.3% | |
| American Beacon Small Cap Value | Other securities | — | — | $21K | 0.1% | |
| PIMCO International Bond (USD-Hedged) Fund | Other securities | — | — | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $52K |
| — |
