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.

144different retirement and investment funds named by 2026 candidates
PERAthe most widely named: 28 people
10companies named that also hire a professional lobbyist, held by 11 people
  1. 1PERAa retirement plan, fund or brokerage account28 people
  2. 2Fidelity Investmentsa retirement plan, fund or brokerage account8 people
  3. 3Empowera retirement plan, fund or brokerage account5 people
  4. 4Vanguarda retirement plan, fund or brokerage account5 people
  5. 5Charles Schwaba retirement plan, fund or brokerage account4 people
  6. 6CollegeInvesta retirement plan, fund or brokerage account3 people
  7. 7Fidelity 401Ka retirement plan, fund or brokerage account3 people
  8. 8Schwaba retirement plan, fund or brokerage account3 people
  9. 9TIAAa retirement plan, fund or brokerage account3 people
  10. 10American Funds Roth IRAa retirement plan, fund or brokerage account2 people
  11. 11College Investa retirement plan, fund or brokerage account2 people
  12. 12Edward Jonesa retirement plan, fund or brokerage account2 people
  13. 13Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account2 people
  14. 14National Financial Servicesa retirement plan, fund or brokerage account2 people
  15. 15North American Annuity 42a retirement plan, fund or brokerage account2 people
  16. 16North American Annuity 47a retirement plan, fund or brokerage account2 people
  17. 17Scholar's Choicea retirement plan, fund or brokerage account2 people
  18. 18TIAA-CREFa retirement plan, fund or brokerage account2 people
  19. 19Thrift Savings Plana retirement plan, fund or brokerage account2 people
  20. 20Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
  21. 21401(a) Retirement Account (from Arvada PD)a retirement plan, fund or brokerage account1 person
  22. 22529 Morgan Stanleya retirement plan, fund or brokerage account1 person
  23. 23529 Savings Accounts Vanguarda retirement plan, fund or brokerage account1 person
  24. 24529 accounta retirement plan, fund or brokerage account1 person
  25. 25Acorns Investment Accounta retirement plan, fund or brokerage account1 person
  26. 26American Century Investments Roth IRAa retirement plan, fund or brokerage account1 person
  27. 27American Funds from Capital Groupa retirement plan, fund or brokerage account1 person
  28. 28Athena IRA, Cambridge Investment Researcha retirement plan, fund or brokerage account1 person
  29. 29CCOERA Retirementa retirement plan, fund or brokerage account1 person
  30. 30Cambridge Investmentsa retirement plan, fund or brokerage account1 person
  31. 31Canyon Balanced Fund LP (holding of The Michael F. Bennet Trust)a retirement plan, fund or brokerage account1 person
  32. 32Caretrust REIT common stocka retirement plan, fund or brokerage account1 person
  33. 33Charles Schwab Brokerage Accounta retirement plan, fund or brokerage account1 person
  34. 34Charles Schwab Co IRA Rollover Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
  35. 35Charles Schwab Co Inc Roth Contributory IRA Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
  36. 36Charles Schwab IRA Mutual Funds: (AMG GW&K Smaa retirement plan, fund or brokerage account1 person
  37. 37Charles Schwab Prime Advantagea retirement plan, fund or brokerage account1 person
  38. 38Charles Schwab Trad IRA and Roth IRAa retirement plan, fund or brokerage account1 person
  39. 39Charles Schwab US Treasury Bondsa retirement plan, fund or brokerage account1 person
  40. 40Charles Schwab custodial accounta retirement plan, fund or brokerage account1 person
  41. 41Charles Schwab retirement accounta retirement plan, fund or brokerage account1 person
  42. 42Charles Schwab, IRAa retirement plan, fund or brokerage account1 person
  43. 43Chase JP Morgan Brokerage Accounta retirement plan, fund or brokerage account1 person
  44. 44City of Lakewood Deferred Compensation Plana retirement plan, fund or brokerage account1 person
  45. 45College Inv 529, Farmers Ins., VTIa retirement plan, fund or brokerage account1 person
  46. 46College Invest Direct Portfolioa retirement plan, fund or brokerage account1 person
  47. 47CollegeInvest College 529a retirement plan, fund or brokerage account1 person
  48. 48CollegeInvest Direct Portfolioa retirement plan, fund or brokerage account1 person
  49. 49Colorado 529 College Invest Direct Portfolio Savingsa retirement plan, fund or brokerage account1 person
  50. 50Colorado 529 Plana retirement plan, fund or brokerage account1 person
  51. 51Conoco-Philips Stocka retirement plan, fund or brokerage account1 person
  52. 52Contiguglia LLC; 138 W 5th LLC; Fidelity; Charles Scha retirement plan, fund or brokerage account1 person
  53. 53Dell Technologies Stocka retirement plan, fund or brokerage account1 person
  54. 54Denver Employees Retirement Plan retirement accouna retirement plan, fund or brokerage account1 person
  55. 55Disney Stocka retirement plan, fund or brokerage account1 person
  56. 56Dodge and Cox Roth IRAa retirement plan, fund or brokerage account1 person
  57. 57Edvest 529 Savings accounta retirement plan, fund or brokerage account1 person
  58. 58Edward Jones 401(k)a retirement plan, fund or brokerage account1 person
  59. 59Edward Jones Individual Guided Solutions Flex Funda retirement plan, fund or brokerage account1 person
  60. 60Edward Jones Individual Select Accounta retirement plan, fund or brokerage account1 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