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 | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm | Other securities | — | — | $1.7M | 23.6% | |
| NY Life Winslow Large Cap Growth I | Other securities | — | — | $813K | 11.4% | |
| Fidelity 500 Index | Other securities | — | — | $792K | 11.1% | |
| PGIM Total Return Bond Z | Other securities | — | — | $564K | 7.9% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $541K | 7.6% | |
| MFS International Growth R6 | Other securities | — | — | $434K | 6.1% | |
| Vanguard Wellington Adm | Other securities | — | — | $431K | 6.1% | |
| JP Morgan US Equity R5 | Other securities | — | — | $414K | 5.8% | |
| AST COLLECTIVE INVT TR GALLIARD RET WILMINGTON TRUST RETIREMENT & INSTITUTIONAL SVC · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $306K | 4.3% | |
| Putnam Large Cap Value Y | Other securities | — | — | $246K | 3.5% | |
| Reliance Trust Company Mainspring Managed Acct 70 | Other securities | — | — | $238K | 3.3% | |
| T. Rowe Price Retire 2030 I | Other securities | — | — | $183K | 2.6% | |
| MutualFunds AB Small Cap Growth Z | Other securities | — | — | $182K | 2.6% | |
| Reliance Trust Company Mainspring Managed Acct 60 | Other securities | — | — | $177K | 2.5% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $140K | 2.0% | |
| T. Rowe Price Retire 2055 I | Other securities | — | — | $110K | 1.6% | |
| Reliance Trust Company Mainspring Managed Acct 99 | Other securities | — | — | $80K | 1.1% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $68K | 1.0% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $57K | 0.8% | |
| T. Rowe Price Retire 2015 I | Other securities | — | — | $52K | 0.7% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $49K | 0.7% | |
| Reliance Trust Company Mainspring Managed Acct 40 | Other securities | — | — | $24K | 0.3% | |
| Reliance Trust Company Mainspring Managed Acct 50 | Other securities | — | — | $16K | 0.2% | |
| T. Rowe Price Retire 2045 I | Other securities | — | — | $15K | 0.2% | |
| T. Rowe Price Retire 2025 I | Other securities | — | — | $13K | 0.2% | |
| Reliance Trust Company Mainspring Managed Acct 80 | Other securities | — | — | $6K | <0.1% | |
| T. Rowe Price Retire 2060 I | Other securities | — | — | $6K | <0.1% | |
| Participant loans Interest at 9.25%, matures February 2028 - | Bonds / Notes | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
