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 | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $44K | — |
| CHARLES SCHWAB BANK | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various | Other securities | — | — | $2.3M | 10.5% | |
| MainStay Winslow Large Cap Growth Funds Class R6 | Other securities | — | — | $1.8M | 8.3% | |
| Schwab Target 2045 Index FD | Other securities | — | — | $1.5M | 6.8% | |
| Fidelity 500 Index Fund | Other securities | — | — | $1.4M | 6.6% | |
| JPMorgan U.S. Equity R6 | Other securities | — | — | $1.3M | 6.0% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $1.2M | 5.7% | |
| Standard Stable Asset Fund A | Other securities | — | — | $1.1M | 5.3% | |
| Schwab Target 2030 Index FD | Other securities | — | — | $984K | 4.6% | |
| Schwab Cap TR Target 2050 Inst | Other securities | — | — | $959K | 4.5% | |
| various dates through June 2037 - | Other securities | — | — | $957K | 4.5% | |
| Dodge & Cox Income X | Other securities | — | — | $848K | 4.0% | |
| Vanguard Total Bond Market Index ADM | Other securities | — | — | $792K | 3.7% | |
| Fidelity Inter Index Fund | Other securities | — | — | $720K | 3.4% | |
| Schwab Target 2025 Index | Other securities | — | — | $719K | 3.4% | |
| Schwab Target 2060 Index FD | Other securities | — | — | $613K | 2.9% | |
| MFS Mid Cap Growth R5 | Other securities | — | — | $608K | 2.8% | |
| Schwab Target 2055 Index FD | Other securities | — | — | $575K | 2.7% | |
| Schwab Target 2040 Index | Other securities | — | — | $572K | 2.7% | |
| Schwab Trgt 2035 Index | Other securities | — | — | $558K | 2.6% | |
| Wells Fargo Advantage Spec MD CP VAL R6 | Other securities | — | — | $345K | 1.6% | |
| Schwab Target 2065 Index | Other securities | — | — | $288K | 1.3% | |
| Fidelity Small Cap Index FD Inst Premium CL | Other securities | — | — | $265K | 1.2% | |
| Schwab Target 2020 Index FD | Other securities | — | — | $178K | 0.8% | |
| DFA U.S. Targeted Value Port | Other securities | — | — | $177K | 0.8% | |
| Schwab Target 2015 Index FD | Other securities | — | — | $121K | 0.6% | |
| Voya Small Cap Growth R6 | Other securities | — | — | $45K | 0.2% | |
| Fidelity Mid Cap Index FD | Other securities | — | — | $32K | 0.2% | |
| MFS International Diversification Fund Class R6 | Other securities | — | — | $19K | <0.1% | |
| American Funds American Balance R6 | Other securities | — | — | $13K | <0.1% | |
| Schwab Target 2010 Index FD | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $6K |
| — |
