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.
- 1PERAa retirement plan, fund or brokerage account42 people
- 2Northwestern Mutualan insurance company or policy25 people
- 3Fidelity Investmentsa retirement plan, fund or brokerage account16 people
- 4State Farm Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist13 people
- 5USAAan insurance company or policy11 people
- 6Edward Jonesa retirement plan, fund or brokerage account10 people
- 7Minnesota Life Insurancean insurance company or policy8 people
- 8State of Colorado Life Insurancean insurance company or policy8 people
- 9New York Lifean insurance company or policy7 people
- 10Securian Life Insurancean insurance company or policy7 people
- 11Unuman insurance company or policy7 people
- 12Prudential Life Insurancean insurance company or policy6 people
- 13Vanguarda retirement plan, fund or brokerage account6 people
- 14Protective Life Insurancean insurance company or policy5 people
- 15Allstatean insurance company or policy3 people
- 16Ameritasan insurance company or policy3 people
- 17Charles Schwaba retirement plan, fund or brokerage account3 people
- 18Lincoln Financialan insurance company or policy3 people
- 19Securian Financial/Minnesota Life Insurance Companyan insurance company or policy3 people
- 20Wells Fargoa bank, credit union or account3 people
- 21AIG Life Insurancean insurance company or policy · 🤝 hires a professional lobbyist2 people
- 22American Expressa business or partnership · 🤝 hires a professional lobbyist2 people
- 23Colorado Retirement Assoc. Accounta retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist2 people
- 241st Banka bank, credit union or account2 people
- 25Brighthouse Financialan insurance company or policy2 people
- 26Capital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account2 people
- 27Charles Schwab Brokerage Accounta retirement plan, fund or brokerage account2 people
- 28Chase Bank (Beneficiary IRA account)a bank, credit union or account2 people
- 29College Investa retirement plan, fund or brokerage account2 people
- 30College Invest 529a retirement plan, fund or brokerage account2 people
- 31Credit Union of Coloradoa bank, credit union or account2 people
- 32Edward Jones Mutual Funda retirement plan, fund or brokerage account2 people
- 33Fidelity 401Ka retirement plan, fund or brokerage account2 people
- 34Fidelity IRAa retirement plan, fund or brokerage account2 people
- 35First Banka bank, credit union or account2 people
- 36First National Bank of Omahaa bank, credit union or account2 people
- 37Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account2 people
- 38New York Life Insurance Annuitya retirement plan, fund or brokerage account2 people
- 39PNC Banka bank, credit union or account2 people
- 40Pacific Life Insurancean insurance company or policy2 people
- 41Principalan insurance company or policy2 people
- 42Retirement 401k accountsa retirement plan, fund or brokerage account2 people
- 43State of Colorado/ Employee Life Insurancean insurance company or policy2 people
- 44T. Rowe Pricea retirement plan, fund or brokerage account2 people
- 45TIAA-CREFa retirement plan, fund or brokerage account2 people
- 46Thrift Savings Plana retirement plan, fund or brokerage account2 people
- 47Thriventan insurance company or policy2 people
- 48Transamericaan insurance company or policy2 people
- 49UBS Financial Servicesa retirement plan, fund or brokerage account2 people
- 50US Banka bank, credit union or account2 people
- 51USAA Federal Savings Bankan insurance company or policy2 people
- 52USAA Term Life Insurancean insurance company or policy2 people
- 53Wells Fargo Banka bank, credit union or account2 people
- 54[address removed], LLCa business or partnership2 people
- 55APPLE, INC.a business or partnership · 🤝 hires a professional lobbyist1 person
- 56Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
- 57MICROSOFTa business or partnership · 🤝 hires a professional lobbyist1 person
- 58United Services Automobile Associationa business or partnership · 🤝 hires a professional lobbyist1 person
- 591730 Eyrie LLCa business or partnership1 person
- 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.
| Filer | Written as | Should be |
|---|---|---|
| Steven Woodrow State House District 2 | Captial Group | Capital Group (Am. Funds for Growth, 2050 Target) |
| Carolyn Barnes | Guradian Life Insurance | Guardian Life |
| Carlos Barron State House District 48 | Minesotta Life | Minnesota Life Insurance |
| Amy Paschal State House District 18 | Prodential Life Insurance | Prudential Life Insurance |
| Allison Madrigal | Thrivant | Thrivent |
| James Xavier Quinn District Court Judge | TrtansAmerica | Transamerica |
| Sean Camacho State House District 6 | Unnum Group Life Insurance | Unum |
| Neal Walia | Vangaurd Investment Account | Vanguard |