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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | NONE | $38K | — |
| CHARLES SCHWAB | 42-1558009 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| party maturity value Cost Current value American Funds Washington Mutual R6 Mutual Fund | Other securities | — | — | $3.6M | 18.9% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $3.0M | 15.8% | |
| The Standard Stable Asset Fund A Guaranteed Investment Contract | Stable Value | — | — | $1.7M | 9.2% | |
| Fidelity International Index Mutual Fund | Other securities | — | — | $1.3M | 7.0% | |
| Fidelity Large Cap Value Index Mutual Fund ** 361 Janus Henderson Venture N Mutual Fund | Other securities | — | — | $1.2M | 6.5% | |
| BlackRock Mid Cap Growth Equity K Mutual Fund | Other securities | — | — | $1.2M | 6.4% | |
| Fidelity Multi-Asset Index Mutual Fund | Other securities | — | — | $1.1M | 5.7% | |
| Fidelity 500 Index Mutual Fund | Other securities | — | — | $853K | 4.5% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $823K | 4.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Other securities | — | — | $737K | 3.9% | |
| BlackRock High Yield K Mutual Fund | Other securities | — | — | $669K | 3.6% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $474K | 2.5% | |
| BlackRock LifePath Index 2055 K Mutual Fund | Other securities | — | — | $369K | 2.0% | |
| BlackRock LifePath Index 2030 K Mutual Fund | Other securities | — | — | $338K | 1.8% | |
| BlackRock LifePath Index 2040 K Mutual Fund | Other securities | — | — | $288K | 1.5% | |
| BlackRock LifePath Index Retirement K Mutual Fund | Other securities | — | — | $282K | 1.5% | |
| BlackRock LifePath Index 2050 K Mutual Fund | Other securities | — | — | $228K | 1.2% | |
| BlackRock LifePath Index 2045 K Mutual Fund | Other securities | — | — | $219K | 1.2% | |
| BlackRock LifePath Index 2035 K Mutual Fund | Other securities | — | — | $211K | 1.1% | |
| Participant Loans 5.25% - 10.50% -0- | Bonds / Notes | — | — | $84K | 0.4% | |
| BlackRock LifePath Index 2060 K Mutual Fund | Other securities | — | — | $71K | 0.4% | |
| MFS International Diversification R6 Mutual Fund | Other securities | — | — | $70K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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