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 | $71K | — |
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 | — | — | $10.1M | 91.4% |
| Vanguard Target Retirement 2030 | — | — | — | $2.2M | 19.8% |
| Vanguard Target Retirement 2025 | — | — | — | $1.7M | 15.6% |
| PGIM Funds (Prudential) PGIM High Yield Z 381 Vanguard 500 Index Adm | — | — | — | $1.0M | 9.1% |
| Vanguard Target Retirement 2035 | — | — | — | $955K | 8.6% |
| Vanguard Target Retirement 2045 | — | — | — | $881K | 8.0% |
| Vanguard Target Retirement 2070 190 Vanguard Target Retirement Income | — | — | — | $410K | 3.7% |
| Vanguard Target Retirement 2050 | — | — | — | $395K | 3.6% |
| Vanguard Target Retirement 2040 | — | — | — | $308K | 2.8% |
| Vanguard Mid-Cap Index Adm | — | — | — | $296K | 2.7% |
| Vanguard Target Retirement 2055 | — | — | — | $283K | 2.6% |
| Vanguard Small Cap Index Adm | — | — | — | $223K | 2.0% |
| Vanguard Target Retirement 2020 | — | — | — | $215K | 1.9% |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $198K | 1.8% |
| Vanguard Target Retirement 2060 | — | — | — | $188K | 1.7% |
| MFS International Intrinsic Value R6 | — | — | — | $138K | 1.2% |
| Vanguard Small Cap Value Index Adm | — | — | — | $120K | 1.1% |
| JPMorgan Large Cap Growth R6 | — | — | — | $96K | 0.9% |
| Vanguard Total Bond Market Index Adm | — | — | — | $96K | 0.9% |
| Goldman Sachs Goldman Sachs Emerging Market EQ Inst | — | — | — | $70K | 0.6% |
| Vanguard Target Retirement 2065 | — | — | — | $51K | 0.5% |
| Vanguard Real Estate Index Adm | — | — | — | $51K | 0.5% |
| JPMorgan US Equity R6 | — | — | — | $45K | 0.4% |
| Hood River Capital Management Hood River Small-Cap Growth Fund | — | — | — | $31K | 0.3% |
| Vanguard Equity Income Adm | — | — | — | $29K | 0.3% |
| MFS Midcap Value R6 | — | — | — | $28K | 0.3% |
| Vanguard Growth Index Adm | — | — | — | $27K | 0.2% |
| Vanguard Developing Markets Index Adm | — | — | — | $20K | 0.2% |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $19K | 0.2% |
| Dimensional Fund Advisors DFA US Targeted Value I | — | — | — | $1K | <0.1% |
