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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 20-8161914 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral | Common Stock | — | — | $3.3M | 16.6% | |
| Dimensional Fund Advisors DFA International Core EQ I | Other securities | — | — | $2.4M | 12.4% | |
| AB Funds AB Large Cap Growth Fund | Other securities | — | — | $2.3M | 11.7% | |
| Vanguard Group Vanguard Windsor II Adm | Common Stock | — | — | $2.3M | 11.6% | |
| Vanguard Group Vanguard Total Bd Mkt Index Adm | Common Stock | — | — | $1.9M | 9.8% | |
| Standard Insurance Company Standard Stable Asset A | Other securities | — | — | $1.5M | 7.5% | |
| Vanguard Group Vanguard Tot Stk Mkt Index Adm | Common Stock | — | — | $1.4M | 6.9% | |
| Vanguard Group Vanguard Small Cap Index Adm | Common Stock | — | — | $1.1M | 5.5% | |
| Vanguard Group Vanguard Balanced Index Adm | Common Stock | — | — | $972K | 4.9% | |
| Vanguard Group Vanguard Midcap Growth Index Adm | Common Stock | — | — | $684K | 3.5% | |
| Vanguard Group Vanguard Mid Cap Value Index Adm | Common Stock | — | — | $650K | 3.3% | |
| JP Morgan Chase JP Morgan Mid Cap Growth R6 | Other securities | — | — | $548K | 2.8% | |
| Vanguard Group Vanguard International Growth Adm | Common Stock | — | — | $333K | 1.7% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $218K | 1.1% | |
| Prudential Financial, Inc. PGIM High Yield Z | Common Stock | — | — | $65K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Instl | Other securities | — | — | $30K | 0.2% | |
| Vanguard Group Vanguard Mid Cap Index Adm | Common Stock | — | — | $26K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core EQ I | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
