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 | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $47K | — |
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 A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $44.9M | 91.3% | |
| Fidelity 500 Index Pooled Separate Account N/A | Other securities | — | — | $9.5M | 19.3% | |
| MFS Intl Diversification R6 Pooled Separate Account N/A | Other securities | — | — | $5.4M | 11.0% | |
| Allspring Cor Plus BD CIT D1 Pooled Separate Account N/A | Common Collective Trusts | — | — | $4.6M | 9.4% | |
| JPMorgan Large Cap Growth R6 Pooled Separate Account N/A | Other securities | — | — | $4.2M | 8.5% | |
| MFS Value R6 Pooled Separate Account N/A | Other securities | — | — | $3.1M | 6.2% | |
| Standard Stable Asset A Guaranteed investment contract N/A | Stable Value | — | — | $2.9M | 6.0% | |
| Vanguard Sm Cap Idx Adm Pooled Separate Account N/A | Other securities | — | — | $2.5M | 5.1% | |
| BlackRock LifePth Idx 2045 K Pooled Separate Account N/A | Other securities | — | — | $1.6M | 3.3% | |
| Carillon Eagle MC Growth R6 Pooled Separate Account N/A | Other securities | — | — | $1.5M | 3.1% | |
| BlackRock LifePth Idx 2055 K Pooled Separate Account N/A | Other securities | — | — | $1.5M | 3.0% | |
| BlackRock LifePth Idx 2050 K Pooled Separate Account N/A | Other securities | — | — | $1.4M | 2.8% | |
| MFS Mid Cap Value R6 Pooled Separate Account N/A | Other securities | — | — | $1.3M | 2.7% | |
| BlackRock LifePth Idx 2060 K Pooled Separate Account N/A | Other securities | — | — | $1.3M | 2.6% | |
| Vanguard Mid Cap Idx Adm Pooled Separate Account N/A | Other securities | — | — | $1.0M | 2.1% | |
| Vanguard Wellington Adm Pooled Separate Account N/A | Other securities | — | — | $850K | 1.7% | |
| Vanguard Int Term Treas Adm Pooled Separate Account N/A | Other securities | — | — | $809K | 1.6% | |
| Vanguard Sm Cap Val Idx Adm Pooled Separate Account N/A | Other securities | — | — | $806K | 1.6% | |
| BlackRock LifePth Idx 2035 K Pooled Separate Account N/A | Other securities | — | — | $600K | 1.2% | |
| Vanguard Sm Cap Gr Idx Adm Pooled Separate Account N/A | Other securities | — | — | $594K | 1.2% | |
| BlackRock LifePth Idx 2040 K Pooled Separate Account N/A | Other securities | — | — | $556K | 1.1% | |
| BlackRock LifePth Idx 2030 K Pooled Separate Account N/A | Other securities | — | — | $404K | 0.8% | |
| Cohen & Steers US Rlty CIT RS Pooled Separate Account N/A | Common Collective Trusts | — | — | $349K | 0.7% | |
| BlackRock LifePth Idx 2065 K Pooled Separate Account N/A | Other securities | — | — | $315K | 0.6% | |
| Notes Receivable from participants Maturing 2025 - 2033 at interest rates of 3.25 -8.50% - | Bonds / Notes | — | — | $308K | 0.6% | |
| PGIM High Yield Z Pooled Separate Account N/A | Other securities | — | — | $279K | 0.6% | |
| Vanguard Infl-Prot Sec Adm Pooled Separate Account N/A | Other securities | — | — | $194K | 0.4% | |
| BlackRock LifePth Idx Ret K Pooled Separate Account N/A | Other securities | — | — | $142K | 0.3% | |
| PIMCO Income Instl Pooled Separate Account N/A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE PRIVATE WEALTH MANAGEMENT | 27-1667654 | — | NONE | $48K | — |
