Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP | 41-0417830 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $4.4M | 81.6% | |
| Fidelity Investments S&P 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 30.2% | |
| Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $685K | 12.8% | |
| Vanguard Total Bond Index Fund | Common Collective Trusts | — | — | $503K | 9.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $404K | 7.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $393K | 7.3% | |
| Charles Schwab U.S. Large Company Index Fund | Common Collective Trusts | — | — | $259K | 4.8% | |
| Janus Triton Fund | Mutual Funds | — | — | $257K | 4.8% | |
| JP Morgan Chase Large Cap Growth Fund | Other securities | — | — | $221K | 4.1% | |
| Dimensional Fund Advisors U.S. Targeted Value Fund | Mutual Funds | — | — | $24K | 0.4% | |
| WCM Focused International Growth Fund | Other securities | — | — | $12K | 0.2% |
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 |
|---|---|---|---|---|---|
| MCNAUGHTON WEALTH MANAGEMENT LLC | 83-3417442 | — | NONE | $4K | — |
