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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.

64different retirement and investment funds named by legislature
PERAthe most widely named: 9 people
3companies named that also hire a professional lobbyist, held by 4 people
  1. 1PERAa retirement plan, fund or brokerage account9 people
  2. 2Vanguarda retirement plan, fund or brokerage account4 people
  3. 3Fidelity 401Ka retirement plan, fund or brokerage account3 people
  4. 4North American Annuity 42a retirement plan, fund or brokerage account2 people
  5. 5North American Annuity 47a retirement plan, fund or brokerage account2 people
  6. 6Empower Retirementa retirement plan, fund or brokerage account · 🤝 hires a professional lobbyist1 person
  7. 7American Funds Roth IRAa retirement plan, fund or brokerage account1 person
  8. 8American Funds from Capital Groupa retirement plan, fund or brokerage account1 person
  9. 9Betterment, Health Savings Investments Betterment, Health Savings Investments Betterment, Roth IRA Charles Schwab, Rollover IRAa retirement plan, fund or brokerage account1 person
  10. 10Brokerage Accounta retirement plan, fund or brokerage account1 person
  11. 11CCOERA Retirementa retirement plan, fund or brokerage account1 person
  12. 12Capital Group (Am. Funds for Growth, 2050 Target)a retirement plan, fund or brokerage account1 person
  13. 13Caretrust REIT common stocka retirement plan, fund or brokerage account1 person
  14. 14Carta, Fetch Equity Stock Optionsa retirement plan, fund or brokerage account1 person
  15. 15Charles Schwaba retirement plan, fund or brokerage account1 person
  16. 16Charles Schwab Co IRA Rollover Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
  17. 17Charles Schwab Co Inc Roth Contributory IRA Redacted Account Statement attacheda retirement plan, fund or brokerage account1 person
  18. 18Charles Schwab Prime Advantagea retirement plan, fund or brokerage account1 person
  19. 19Charles Schwab, Roth IRAa retirement plan, fund or brokerage account1 person
  20. 20City of Lakewood Deferred Compensation Plana retirement plan, fund or brokerage account1 person
  21. 21CollegeInvesta retirement plan, fund or brokerage account1 person
  22. 22Colorado 529 Plana retirement plan, fund or brokerage account1 person
  23. 23Conoco-Philips Stocka retirement plan, fund or brokerage account1 person
  24. 24Dell Technologies Stocka retirement plan, fund or brokerage account1 person
  25. 25Denver Employees Retirement Plana retirement plan, fund or brokerage account1 person
  26. 26Disney Stocka retirement plan, fund or brokerage account1 person
  27. 27Dodge and Cox Roth IRAa retirement plan, fund or brokerage account1 person
  28. 28Edward Jonesa retirement plan, fund or brokerage account1 person
  29. 29Edward Jones 401(k)a retirement plan, fund or brokerage account1 person
  30. 30Edward Jones Retirementa retirement plan, fund or brokerage account1 person
  31. 31Empowera retirement plan, fund or brokerage account1 person
  32. 32FIDELITY LARGE BLENDED FUNDa retirement plan, fund or brokerage account1 person
  33. 33Federal employee thrift savings retirement accounta retirement plan, fund or brokerage account1 person
  34. 34Fidelity Investmentsa retirement plan, fund or brokerage account1 person
  35. 35Fidelity Retirement Accounta retirement plan, fund or brokerage account1 person
  36. 36Franklin Corefolio Allocation Funda retirement plan, fund or brokerage account1 person
  37. 37Husch Blackwell LLP 401(k)a retirement plan, fund or brokerage account1 person
  38. 38IBEW 68 401(k)a retirement plan, fund or brokerage account1 person
  39. 39IRA Edward Jonesa retirement plan, fund or brokerage account1 person
  40. 40IRA Empowera retirement plan, fund or brokerage account1 person
  41. 41IRA Fidelity IRAa retirement plan, fund or brokerage account1 person
  42. 42Key Investment Servicesa retirement plan, fund or brokerage account1 person
  43. 43Lincoln Investments Retirement Accounta retirement plan, fund or brokerage account1 person
  44. 44Maureen M Dower: Schwab IRA, Roth, Simple, Inherited IRAa retirement plan, fund or brokerage account1 person
  45. 45Michael C Dower: Schwab IRA, GE Vernova 401Ka retirement plan, fund or brokerage account1 person
  46. 46Missouri Most Colorando College Invest 529 Plansa retirement plan, fund or brokerage account1 person
  47. 47Morgan Stanley Investment Accountsa retirement plan, fund or brokerage account1 person
  48. 48NVidia Corp common stocka retirement plan, fund or brokerage account1 person
  49. 49National Financial Servicesa retirement plan, fund or brokerage account1 person
  50. 50Nationwide Retirementa retirement plan, fund or brokerage account1 person
  51. 51Planet IQ Earth Investmentsa retirement plan, fund or brokerage account1 person
  52. 52Retirement Annuitya retirement plan, fund or brokerage account1 person
  53. 53Scholar's Choicea retirement plan, fund or brokerage account1 person
  54. 54Schwaba retirement plan, fund or brokerage account1 person
  55. 55Schwab SCHH REIT common stocka retirement plan, fund or brokerage account1 person
  56. 56TIAAa retirement plan, fund or brokerage account1 person
  57. 57Thrift Savings Plana retirement plan, fund or brokerage account1 person
  58. 58Touchstone Investments IRAa retirement plan, fund or brokerage account1 person
  59. 59UBS Financial Servicesa retirement plan, fund or brokerage account1 person
  60. 60Various IRA funds at Voyaa 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