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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JHancock Bond R6 | Other securities | — | — | $3.0M | 21.2% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $2.6M | 18.3% | |
| Fidelity International Index | Mutual Funds | — | — | $2.1M | 14.5% | |
| Standard Stable Asset D | Other securities | — | — | $1.6M | 11.5% | |
| T.Rowe Price All CapOpp Inv | Other securities | — | — | $1.1M | 8.0% | |
| T.Rowe Price Equity-Income-T | Other securities | — | — | $1.1M | 7.9% | |
| T.Rowe Price Cap Apprec | Other securities | — | — | $813K | 5.7% | |
| DFA US Small Cap I | Mutual Funds | — | — | $685K | 4.8% | |
| Vanguard Mid Cap Val Idx Adm | Common Collective Trusts | — | — | $442K | 3.1% | |
| Principal MidCap R6 | Other securities | — | — | $397K | 2.8% | |
| Notes receivable from participants | Other securities | — | — | $280K | 2.0% | |
| Schwab TIPS Index | Mutual Funds | — | — | $23K | 0.2% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Intl Value Inv | Mutual Funds | — | — | $303 | <0.1% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $105 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
