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 | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 38,961 | Other securities | — | — | $8.0M | 14.0% | |
| Harbor Capital Appreciation Fund 51,450 | Other securities | — | — | $5.9M | 10.3% | |
| Loomis Syales Investment Grade Bond Fund 469,062 | Other securities | — | — | $4.6M | 8.0% | |
| Vanguard Equity Income Fund Admiral 45,854 | Other securities | — | — | $4.0M | 7.1% | |
| Vanguard Total International Stock Index Fund Admiral 108,341 | Other securities | — | — | $3.4M | 6.0% | |
| Vanguard Target Retirement 2040 Fund 76,113 | Other securities | — | — | $3.3M | 5.8% | |
| Janus Henderson Enterprise Fund 21,222 | Other securities | — | — | $3.1M | 5.4% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 3,011,511 | Cash / Money Market | — | — | $3.0M | 5.3% | |
| Vanguard Small Cap Index Fund Admiral 16,790 | Other securities | — | — | $1.9M | 3.4% | |
| Vanguard Balanced Index Fund Admiral 38,686 | Other securities | — | — | $1.9M | 3.3% | |
| Vanguard Target Retirement 2035 Fund 76,449 | Other securities | — | — | $1.8M | 3.2% | |
| MFS Mid Cap Value Fund 54,997 | Other securities | — | — | $1.7M | 3.1% | |
| Vanguard Target Retirement 2030 Fund 41,970 | Other securities | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement 2045 Fund 46,194 | Other securities | — | — | $1.4M | 2.4% | |
| MFS International Growth Fund 27,277 | Other securities | — | — | $1.1M | 2.0% | |
| REGISTERED INVESTMENT COMPANIES Columbia Mid Cap Index Fund 73,979 | Other securities | — | — | $1.1M | 1.9% | |
| Vanguard International Value Fund 25,683 | Other securities | — | — | $965K | 1.7% | |
| Vanguard Real Estate Index Fund Admiral 7,580 | Other securities | — | — | $957K | 1.7% | |
| Vanguard Target Retirement 2060 Fund 16,840 | Other securities | — | — | $863K | 1.5% | |
| Vanguard Target Retirement 2055 Fund 14,876 | Other securities | — | — | $827K | 1.5% | |
| Wells Fargo Special Small Cap Value Fund 20,230 | Other securities | — | — | $814K | 1.4% | |
| Goldman Sachs International Small Cap Insights Fund 59,339 | Other securities | — | — | $729K | 1.3% | |
| DFA Emerging Markets Core Equity Portfolio 29,199 | Other securities | — | — | $680K | 1.2% | |
| Vanguard Target Retirement 2050 Fund 13,077 | Other securities | — | — | $652K | 1.1% | |
| PIMCO Real Return Institutional Fund 64,909 | Other securities | — | — | $647K | 1.1% | |
| Vanguard Target Retirement 2025 Fund 31,114 | Other securities | — | — | $582K | 1.0% | |
| Voya Small Cap Growth Fund 12,937 | Other securities | — | — | $553K | 1.0% | |
| Prudential Global Total Return Fund 100,698 | Other securities | — | — | $511K | 0.9% | |
| Vanguard Target Retirement 2065 Fund 7,688 | Other securities | — | — | $258K | 0.5% | |
| Vanguard Target Retirement 2020 Fund 4,347 | Other securities | — | — | $115K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 2,564 | Other securities | — | — | $68K | 0.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-8.50%, with maturities through November 2028 0 | Bonds / Notes | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
