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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mainstay Winslow Large Cap Growth, Class 1 Mutual Funds | Other securities | — | — | $1.9M | 14.9% | |
| Vanguard 500 Index Admiral Mutual Funds | Other securities | — | — | $1.4M | 10.7% | |
| Dodge & Cox Income Mutual Funds | Other securities | — | — | $1.3M | 9.8% | |
| JPMorgan Equity Income R6 Mutual Funds | Other securities | — | — | $1.2M | 9.6% | |
| American Funds Europacific Growth R6 Mutual Funds | Other securities | — | — | $794K | 6.1% | |
| Parnassus Core Equity Investor Mutual Funds | Other securities | — | — | $767K | 5.9% | |
| Vanguard Prime Money Market Cash equivalent | Cash / Money Market | — | — | $735K | 5.7% | |
| Janus Enterprise N Mutual Funds | Other securities | — | — | $575K | 4.4% | |
| Vanguard Target Retirement 2025 INV Mutual Funds | Other securities | — | — | $539K | 4.2% | |
| Vanguard Interm-Term Treasury Adm Mutual Funds | Other securities | — | — | $534K | 4.1% | |
| Calvert Bond I Mutual Funds | U.S. Treasuries | — | — | $504K | 3.9% | |
| John Hancock Disciplined Value Mid Cap I Mutual Funds | Other securities | — | — | $343K | 2.7% | |
| Vanguard Target Retirement 2030 INV Mutual Funds | Other securities | — | — | $301K | 2.3% | |
| Wells Fargo Special Sm Cp Value R6 Mutual Funds | Other securities | — | — | $300K | 2.3% | |
| Vanguard Target Retirement 2035 INV Mutual Funds | Other securities | — | — | $298K | 2.3% | |
| Self-managed brokerage accounts Common stock, mutual funds and cash | Cash / Money Market | — | — | $233K | 1.8% | |
| TIAA-CREF Social Choice Intern Equ Inst Mutual Funds | Other securities | — | — | $193K | 1.5% | |
| Vanguard Small Cap Value Index Adm Mutual Funds | Other securities | — | — | $159K | 1.2% | |
| Vanguard Balanced Index Adm Mutual Funds | Other securities | — | — | $158K | 1.2% | |
| Vanguard Target Retirement 2060 INV Mutual Funds | Other securities | — | — | $157K | 1.2% | |
| Ariel Appreciation Investor Mutual Funds | Other securities | — | — | $113K | 0.9% | |
| Wells Fargo Advantage Spec Md Cp Val R6 Mutual Funds | Other securities | — | — | $102K | 0.8% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $65K | 0.5% | |
| Vanguard Explorer Adm Mutual Funds | Other securities | — | — | $57K | 0.4% | |
| Vanguard Target Retirement 2045 INV Mutual Funds | Other securities | — | — | $51K | 0.4% | |
| Vanguard Target Retirement 2040 INV Mutual Funds | Other securities | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2020 INV Mutual Funds | Other securities | — | — | $26K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Funds | Other securities | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2050 INV Mutual Funds | Other securities | — | — | $12K | <0.1% | |
| Northern Global Real Estate Index Mutual Funds | Other securities | — | — | $7K | <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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAUM, SMITH & CLEMENS, LLP | 23-2315910 | — | NONE | $13K | — |
