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 | $101K | — |
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 | — | — | $16.5M | 88.1% | |
| Standard Insurance Company Stable Asset A | Common Stocks | — | — | $1.6M | 8.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 8.7% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.5M | 8.1% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $1.2M | 6.4% | |
| Dodge & Cox Income | Mutual Funds | — | — | $1.1M | 6.1% | |
| JPMorgan Mid Cap Growth R5 | Other securities | — | — | $1.0M | 5.6% | |
| MFS Value R6 | Mutual Funds | — | — | $985K | 5.3% | |
| JPMorgan US Equity R6 | Other securities | — | — | $967K | 5.2% | |
| Vanguard Mid Cap Idx Adm | Common Collective Trusts | — | — | $820K | 4.4% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $799K | 4.3% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $761K | 4.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $639K | 3.4% | |
| Participant Loans 3.25%-8.50% | Bonds / Notes | — | — | $589K | 3.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $571K | 3.1% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $469K | 2.5% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $465K | 2.5% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $436K | 2.3% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $435K | 2.3% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $357K | 1.9% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $357K | 1.9% | |
| T.Rowe Price Health Sciences | Other securities | — | — | $345K | 1.8% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $340K | 1.8% | |
| American Funds New Perspective | Mutual Funds | — | — | $266K | 1.4% | |
| Vanguard Sm Cap Idx Adm | Common Collective Trusts | — | — | $187K | 1.0% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $174K | 0.9% | |
| Invesco Gold & Special Murls Y | Mutual Funds | — | — | $149K | 0.8% | |
| Vanguard Infl-Prot Sec Adm | Mutual Funds | — | — | $113K | 0.6% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $105K | 0.6% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $91K | 0.5% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $75K | 0.4% | |
| PGIM High Yield Z | Other securities | — | — | $24K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $17K | <0.1% | |
| Van Eck CM Commodity Index I | 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.
