Holdings

The businesses, funds, insurance and trusts named under Assets on each person's latest Personal Financial Disclosure, ranked by how many people name each. Every count links to the people and what they wrote.

1. 1PEPERAa retirement plan, fund or brokerage account57 people
2. 2NMNorthwestern Mutualan insurance company or policy29 people
3. 3FIFidelity Investmentsa retirement plan, fund or brokerage account19 people
4. 4SFState Farm Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist18 people
5. 5SCState of Colorado Life Insurancean insurance company or policy14 people
6. 6USUSAAan insurance company or policy14 people
7. 7SLSecurian Life Insurancean insurance company or policy12 people
8. 8EJEdward Jonesa retirement plan, fund or brokerage account11 people
9. 9MLMinnesota Life Insurancean insurance company or policy9 people
10. 10PLPrudential Life Insurancean insurance company or policy9 people
11. 11NYNew York Lifean insurance company or policy7 people
12. 12UNUnuman insurance company or policy7 people
13. 13VAVanguarda retirement plan, fund or brokerage account7 people
14. 14ALAllstatean insurance company or policy · 🤝 hires a professional lobbyist6 people
15. 15SFSecurian Financial/Minnesota Life Insurance Companyan insurance company or policy6 people
16. 16CSCharles Schwaba retirement plan, fund or brokerage account5 people
17. 17EMEmpowera retirement plan, fund or brokerage account5 people
18. 18PLProtective Life Insurancean insurance company or policy5 people
19. 19CICollege Investa retirement plan, fund or brokerage account4 people
20. 20LILife Insurancean insurance company or policy4 people
21. 21PLPacific Life Insurancean insurance company or policy4 people
22. 22TCTIAA-CREFa retirement plan, fund or brokerage account4 people
23. 23SIThe Standard Insurance Companyan insurance company or policy4 people
24. 24BLBanner Life Insurancean insurance company or policy3 people
25. 25CSCharles Schwab Brokerage Accounta retirement plan, fund or brokerage account3 people
26. 26CBChase Bank (Beneficiary IRA account)a bank, credit union or account3 people
27. 27FBFirst Banka bank, credit union or account3 people
28. 28LFLincoln Financialan insurance company or policy3 people
29. 29MSMorgan Stanley Investment Accountsa retirement plan, fund or brokerage account3 people
30. 30SCSchwaba retirement plan, fund or brokerage account3 people
31. 31SCState of Colorado/ Employee Life Insurancean insurance company or policy3 people
32. 32TITIAAa retirement plan, fund or brokerage account3 people
33. 33HAThe Hartfordan insurance company or policy3 people
34. 34TSThrift Savings Plana retirement plan, fund or brokerage account3 people
35. 35TRTransamericaan insurance company or policy3 people
36. 36ALAIG Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist2 people
37. 37AEAmerican Expressa business or partnership · 🤝 hires a professional lobbyist2 people
38. 38CRColorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
39. 39AIAcorns Investment Accounta retirement plan, fund or brokerage account2 people
40. 40AMAmeritasan insurance company or policy2 people
41. 41BFBrighthouse Financialan insurance company or policy2 people
42. 42CICollege Invest 529a retirement plan, fund or brokerage account2 people
43. 43COCollegeInvesta retirement plan, fund or brokerage account2 people
44. 44CDCollegeInvest Direct Portfolioa retirement plan, fund or brokerage account2 people
45. 45CUCredit Union of Coloradoa bank, credit union or account2 people
46. 46EJEdward Jones Mutual Funda retirement plan, fund or brokerage account2 people
47. 47EPEmployer provided life insurancean insurance company or policy2 people
48. 48FSFarmer's Life Insurancean insurance company or policy2 people
49. 49FNFirst National Bank of Omahaa bank, credit union or account2 people
50. 50GLGuardian Life Insurance Company of Americaan insurance company or policy2 people
51. 51JMJP Morgan Investmentsa retirement plan, fund or brokerage account2 people
52. 52MLMetropolitan Life Insurancean insurance company or policy2 people
53. 53NFNational Financial Servicesa retirement plan, fund or brokerage account2 people
54. 54PBPNC Banka bank, credit union or account2 people
55. 55PMPenn Mutual Life Insurance Companyan insurance company or policy2 people
56. 56PRPrincipalan insurance company or policy2 people
57. 57RJRaymond Jamesa retirement plan, fund or brokerage account2 people
58. 58R4Retirement 401k accountsa retirement plan, fund or brokerage account2 people
59. 59TRT. Rowe Pricea retirement plan, fund or brokerage account2 people
60. 60UBUS Banka bank, credit union or account2 people

Counts people who name a holding on their latest disclosure; spellings of the same name are grouped (“Northwestern Mutual” and “Northwestern Mutual Life Insurance”). A holding named for a street address isn't listed. “Hires a professional lobbyist”: the name matches a client on a lobbyist's report to the Secretary of State since July 2023.