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 | $80K | — |
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 | — | — | $18.8M | 94.1% |
| The Standard Insurance Company** Vanguard 500 Index Admiral | — | — | — | $4.6M | 23.0% |
| Mainstay Winslow LGCPGRW I | — | — | — | $2.8M | 14.1% |
| Fidelity Advanced Total Bond I | — | — | — | $2.2M | 11.2% |
| Federated International Equity IS | — | — | — | $2.2M | 10.9% |
| MFS Value R6 | — | — | — | $1.6M | 7.8% |
| DFA US Small Cap I | — | — | — | $1.5M | 7.3% |
| Vanguard Wellington Admiral | — | — | — | $1.1M | 5.5% |
| The Standard Insurance Company** Fully benefit-responsive unallocated investment contract - Standard Stable Asset A | — | — | — | $1.1M | 5.5% |
| Vanguard Midcap Value Index Admiral | — | — | — | $1.1M | 5.3% |
| Carillon Eagle MC Growth R6 | — | — | — | $1.1M | 5.3% |
| MFS Mid Cap Value R6 | — | — | — | $384K | 1.9% |
| DFA International Core Equity I | — | — | — | $327K | 1.6% |
| Participants** Participant notes receivable bearing interest at rates ranging from 3.25 to 8.50 percent - | — | — | — | $69K | 0.3% |
