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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT N/R | Mutual Funds | — | — | $986K | 12.9% | |
| K Mutual Fund BLACKROCK LIFEPATH INDEX 2030 K N/R | Other securities | — | — | $754K | 9.9% | |
| VANGUARD 500 INDEX ADMIRAL N/R | Mutual Funds | — | — | $735K | 9.6% | |
| Fully Benefit-Responsive STANDARD STABLE ASSET FUND A N/R | Other securities | — | — | $721K | 9.4% | |
| CALVERT EQUITY FUND CLASS R6 N/R | Mutual Funds | — | — | $701K | 9.2% | |
| BLACKROCK LIFEPATH INDEX 2040 K N/R | Mutual Funds | — | — | $590K | 7.7% | |
| AMERICAN FUNDS GROWTH FUND OF N/R | Mutual Funds | — | — | $476K | 6.2% | |
| AMER R6 Mutual Fund BLACKROCK LIFEPATH INDEX 2035 K N/R | Other securities | — | — | $450K | 5.9% | |
| AMERICAN FUNDS AMERICAN BALANCED N/R | Mutual Funds | — | — | $335K | 4.4% | |
| R6 Mutual Fund BLACKROCK LIFEPATH INDEX 2045 K N/R | Other securities | — | — | $306K | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2050 K N/R | Mutual Funds | — | — | $280K | 3.7% | |
| MFS MID CAP VALUE R6 N/R | Mutual Funds | — | — | $198K | 2.6% | |
| JPMORGAN EQUITY INCOME R6 N/R | Mutual Funds | — | — | $145K | 1.9% | |
| DFA US SMALL CAP PORT N/R | Mutual Funds | — | — | $137K | 1.8% | |
| Investment Contract * Participant Loans Interest rates: 4.25% - 8.75%, maturing from $0 | Bonds / Notes | — | — | $123K | 1.6% | |
| JANUS ENTERPRISE N N/R | Mutual Funds | — | — | $108K | 1.4% | |
| VANGUARD SPECIALIZED FD VANGUARD N/R | Mutual Funds | — | — | $72K | 0.9% | |
| INDEX ADMIRAL Mutual Fund AMERICAN FUNDS EUROPACIFIC GR R6 N/R | Real Estate | — | — | $70K | 0.9% | |
| TRANSAMERICA ASSET ALLOCATION N/R | Mutual Funds | — | — | $70K | 0.9% | |
| GROWTH I Mutual Fund INVESCO OPPENHEIMER INTERNATIONAL N/R | Other securities | — | — | $65K | 0.9% | |
| GROWTH FUND CLASS R6 Mutual Fund PRUDENTIAL TOTAL RETURN BOND Q N/R | Other securities | — | — | $60K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM N/R | Mutual Funds | — | — | $50K | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K N/R | Mutual Funds | — | — | $45K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND N/R | Mutual Funds | — | — | $40K | 0.5% | |
| CLASS K Mutual Fund BLACKROCK LIFEPATH INDEX 2025 K N/R | Other securities | — | — | $35K | 0.5% | |
| VANGUARD MID CAP INDEX ADM N/R | Mutual Funds | — | — | $30K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K N/R | Mutual Funds | — | — | $16K | 0.2% | |
| AMERICAN BEACON SMALL CAP VALUE N/R | Mutual Funds | — | — | $11K | 0.1% | |
| FUND R6 CLASS Mutual Fund VANGUARD TOTAL INTL STOCK INDEX N/R | Other securities | — | — | $6K | <0.1% | |
| TRANSAMERICA ASET ALLOC MOD GR I N/R | Mutual Funds | — | — | $5K | <0.1% | |
| STATE STR EMRG MKTS EQ IDX K N/R | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN INSTL N/R | Mutual Funds | — | — | $5K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX N/R | Mutual Funds | — | — | $5K | <0.1% | |
| ADM Mutual Fund HARBOR SMAL CAP GROWTH RETIREMENT N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
