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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $48K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | — | $2.7M | 18.1% | |
| Harbor Capital Appreciation Fund Retirement Class | Other securities | — | — | $1.9M | 12.6% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.1% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $1.4M | 9.2% | |
| MFS Large Cap Value Collective Trust | Common Collective Trusts | — | — | $1.4M | 9.1% | |
| American Funds Europacific GR R6 | Other securities | — | — | $1.2M | 8.2% | |
| Fidelity Total Bond K6 | Other securities | — | — | $979K | 6.6% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $876K | 5.9% | |
| Wells Fargo Special Small Cap Value Fund R6 | Other securities | — | — | $736K | 4.9% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $627K | 4.2% | |
| Blackrock Mid Cap Growth Equity Portfolio Class K | Other securities | — | — | $611K | 4.1% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $467K | 3.1% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $333K | 2.2% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $310K | 2.1% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $285K | 1.9% | |
| Standard Stable Asset Fund A | Other securities | — | — | $272K | 1.8% | |
| Vanguard Extended Market Index Fund | Other securities | — | — | $180K | 1.2% | |
| Participant loans | Participant loans | — | — | $175K | 1.2% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $168K | 1.1% | |
| MFS Mid Cap Value Fund Collective Trust | Common Collective Trusts | — | — | $149K | 1.0% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $84K | 0.6% | |
| Vanguard Total International Stock Index | Other securities | — | — | $65K | 0.4% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $57K | 0.4% | |
| Vanguard Target Retirement 2070 | Other securities | — | — | $23K | 0.2% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $282 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
