Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENTS | 82-0759826 | — | NONE | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT C STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $9.0M | 81.4% | |
| Standard Stable Asset Fund C 58,731 | Other securities | — | — | $1.8M | 16.2% | |
| Prudential Total Return Bond Fund Z 38,268 | Other securities | — | — | $1.8M | 16.0% | |
| Fidelity 500 Index Fund 25,773 | Other securities | — | — | $1.6M | 14.5% | |
| DFA International Core Equity Portfolio I 30,292 | Other securities | — | — | $1.1M | 10.1% | |
| JPMorgan Large Cap Growth Fund R6 44,495 | Other securities | — | — | $1.1M | 9.7% | |
| Vanguard Equity Income Fund Admiral 5,809 | Other securities | — | — | $795K | 7.2% | |
| Vanguard Small Cap Index Fund Admiral 5,318 | Other securities | — | — | $479K | 4.3% | |
| Janus Henderson Enterprise Fund N 7,035 | Other securities | — | — | $350K | 3.2% | |
| MFS Mid Cap Value Fund R6 5,432 | Other securities | — | — | $330K | 3.0% | |
| Vanguard Target Retirement Income 2020 Fund 3,875 | Other securities | — | — | $292K | 2.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-8.50% with maturities through November 2029 0 | Bonds / Notes | — | — | $255K | 2.3% | |
| Vanguard Balanced Index Fund Admiral 2,232 | Other securities | — | — | $186K | 1.7% | |
| Vanguard Target Retirement Income 2050 Fund 1,964 | Other securities | — | — | $177K | 1.6% | |
| Vanguard Target Retirement Income 2040 Fund 1,312 | Other securities | — | — | $172K | 1.6% | |
| T. Rowe Price New Horizons Fund I 2,684 | Other securities | — | — | $162K | 1.5% | |
| Vanguard Target Retirement Income 2035 Fund 1,047 | Other securities | — | — | $122K | 1.1% | |
| Fidelity Mid Cap Index Fund 1,598 | Other securities | — | — | $74K | 0.7% | |
| Columbia Contrarian Core Instl Fund 403 | Other securities | — | — | $62K | 0.6% | |
| Vanguard Target Retirement Income 2045 Fund 648 | Other securities | — | — | $53K | 0.5% | |
| Federated International Equity Fund IS 771 | Other securities | — | — | $30K | 0.3% | |
| S HELD AT STANDARD INSURANCE COMPANY American Funds New Perspective Fund R6 1,081 | Pooled Separate Accounts | — | — | $30K | 0.3% | |
| Vanguard Target Retirement Income 2025 Fund 344 | Other securities | — | — | $30K | 0.3% | |
| Vanguard Target Retirement Income 2055 Fund 171 | Other securities | — | — | $22K | 0.2% | |
| DFA U.S. Small Cap Fund I 217 | Other securities | — | — | $21K | 0.2% | |
| Vanguard Target Retirement Income 2070 Fund 733 | Other securities | — | — | $20K | 0.2% | |
| MFS International Value Fund R6 183 | Other securities | — | — | $6K | <0.1% | |
| Prudential High Yield Fund Z 94 | Other securities | — | — | $4K | <0.1% | |
| Voya Small Cap Growth Fund I 95 | Other securities | — | — | $4K | <0.1% | |
| MFS New Discovery Value Fund R6 68 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
