Colorado Files🔍 Search

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.

581different holdings named by not on the ballot
PERAthe most widely named: 42 people
8companies named that also hire a professional lobbyist, held by 11 people
  1. 1PERAa retirement plan, fund or brokerage account42 people
  2. 2Northwestern Mutualan insurance company or policy25 people
  3. 3Fidelity Investmentsa retirement plan, fund or brokerage account16 people
  4. 4State Farm Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist13 people
  5. 5USAAan insurance company or policy11 people
  6. 6Edward Jonesa retirement plan, fund or brokerage account10 people
  7. 7Minnesota Life Insurancean insurance company or policy8 people
  8. 8State of Colorado Life Insurancean insurance company or policy8 people
  9. 9New York Lifean insurance company or policy7 people
  10. 10Securian Life Insurancean insurance company or policy7 people
  11. 11Unuman insurance company or policy7 people
  12. 12Prudential Life Insurancean insurance company or policy6 people
  13. 13Vanguarda retirement plan, fund or brokerage account6 people
  14. 14Protective Life Insurancean insurance company or policy5 people
  15. 15Allstatean insurance company or policy3 people
  16. 16Ameritasan insurance company or policy3 people
  17. 17Charles Schwaba retirement plan, fund or brokerage account3 people
  18. 18Lincoln Financialan insurance company or policy3 people
  19. 19Securian Financial/Minnesota Life Insurance Companyan insurance company or policy3 people
  20. 20Wells Fargoa bank, credit union or account3 people
  21. 21AIG Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist2 people
  22. 22American Expressa business or partnership · 🤝 hires a professional lobbyist2 people
  23. 23Colorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
  24. 241st Banka bank, credit union or account2 people
  25. 25Brighthouse Financialan insurance company or policy2 people
  26. 26Capital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account2 people
  27. 27Charles Schwab Brokerage Accounta retirement plan, fund or brokerage account2 people
  28. 28Chase Bank (Beneficiary IRA account)a bank, credit union or account2 people
  29. 29College Investa retirement plan, fund or brokerage account2 people
  30. 30College Invest 529a retirement plan, fund or brokerage account2 people
  31. 31Credit Union of Coloradoa bank, credit union or account2 people
  32. 32Edward Jones Mutual Funda retirement plan, fund or brokerage account2 people
  33. 33Fidelity 401Ka retirement plan, fund or brokerage account2 people
  34. 34Fidelity IRAa retirement plan, fund or brokerage account2 people
  35. 35First Banka bank, credit union or account2 people
  36. 36First National Bank of Omahaa bank, credit union or account2 people
  37. 37Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account2 people
  38. 38New York Life Insurance Annuitya retirement plan, fund or brokerage account2 people
  39. 39PNC Banka bank, credit union or account2 people
  40. 40Pacific Life Insurancean insurance company or policy2 people
  41. 41Principalan insurance company or policy2 people
  42. 42Retirement 401k accountsa retirement plan, fund or brokerage account2 people
  43. 43State of Colorado/ Employee Life Insurancean insurance company or policy2 people
  44. 44T. Rowe Pricea retirement plan, fund or brokerage account2 people
  45. 45TIAA-CREFa retirement plan, fund or brokerage account2 people
  46. 46Thrift Savings Plana retirement plan, fund or brokerage account2 people
  47. 47Thriventan insurance company or policy2 people
  48. 48Transamericaan insurance company or policy2 people
  49. 49UBS Financial Servicesa retirement plan, fund or brokerage account2 people
  50. 50US Banka bank, credit union or account2 people
  51. 51USAA Federal Savings Bankan insurance company or policy2 people
  52. 52USAA Term Life Insurancean insurance company or policy2 people
  53. 53Wells Fargo Banka bank, credit union or account2 people
  54. 54[address removed], LLCa business or partnership2 people
  55. 55APPLE, INC.a business or partnership · 🤝 hires a professional lobbyist1 person
  56. 56Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
  57. 57MICROSOFTa business or partnership · 🤝 hires a professional lobbyist1 person
  58. 58United Services Automobile Associationa business or partnership · 🤝 hires a professional lobbyist1 person
  59. 591730 Eyrie LLCa business or partnership1 person
  60. 601750 Florida LLCa business or partnership1 person

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.

Misspelled on the disclosure

8 holdings were misspelled. Each disclosure is a public record filed with the Secretary of State and accepted as written; small mistakes like these make a statement harder to search, and a filer can fix them next time.

FilerWritten asShould be
Steven Woodrow
State House District 2
Captial GroupCapital Group (Am. Funds for Growth, 2050 Target)
Carolyn Barnes
Guradian Life InsuranceGuardian Life
Carlos Barron
State House District 48
Minesotta LifeMinnesota Life Insurance
Amy Paschal
State House District 18
Prodential Life InsurancePrudential Life Insurance
Allison Madrigal
ThrivantThrivent
James Xavier Quinn
District Court Judge
TrtansAmericaTransamerica
Sean Camacho
State House District 6
Unnum Group Life InsuranceUnum
Neal Walia
Vangaurd Investment AccountVanguard