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 | $38K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $10.5M | 97.2% |
| Standard Insurance Co. Vanguard 500 Index Admiral | — | — | — | $1.5M | 13.7% |
| Standard Insurance Co. Harbor Capital Appreciation | — | — | — | $1.0M | 9.3% |
| Standard Insurance Co. PGIM Total Return Bond Z | — | — | — | $812K | 7.5% |
| Standard Insurance Co. T. Rowe Price Retirement 2055 I | — | — | — | $722K | 6.7% |
| Standard Insurance Co. Federated International Equity Fund | — | — | — | $703K | 6.5% |
| Standard Insurance Co. DFA US Targeted Value | — | — | — | $630K | 5.8% |
| Standard Insurance Co. T. Rowe Price Retirement 2035 I | — | — | — | $629K | 5.8% |
| Standard Insurance Co. T. Rowe Price Retirement 2050 I | — | — | — | $613K | 5.7% |
| Standard Insurance Co. T. Rowe Price Retirement 2030 I | — | — | — | $590K | 5.4% |
| Standard Insurance Co. T. Rowe Price Retirement 2045 I | — | — | — | $568K | 5.2% |
| Standard Insurance Co. T. Rowe Price Retirement 2010 I | — | — | — | $518K | 4.8% |
| Standard Insurance Co. Dodge & Cox Stock | — | — | — | $463K | 4.3% |
| Standard Insurance Co. T. Rowe Price Retirement 2060 I | — | — | — | $448K | 4.1% |
| Standard Insurance Co. T. Rowe Price Mid Cap Growth | — | — | — | $410K | 3.8% |
| Standard Insurance Co. Vanguard Small Cap Index Admiral | — | — | — | $306K | 2.8% |
| Standard Insurance Co. Stable Asset Fund A | — | — | — | $303K | 2.8% |
| Standard Insurance Co. Hood River Small-Cap Growth Retirement | — | — | — | $184K | 1.7% |
| Standard Insurance Co. T. Rowe Price Retirement 2040 I | — | — | — | $154K | 1.4% |
| Standard Insurance Co. MFS Mid Cap Value | — | — | — | $138K | 1.3% |
| Standard Insurance Co. T. Rowe Price Retirement 2065 I | — | — | — | $127K | 1.2% |
| Standard Insurance Co. Vanguard Mid Cap Index Admiral | — | — | — | $17K | 0.2% |
| Standard Insurance Co. Vanguard Total Intl Stock Index Admiral | — | — | — | $2K | <0.1% |
