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 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWM WEALTH ADVISORY, LLC | — | PLYMOUTH, MN | RIA | $85K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
| Indirect comp |
|---|
| TSC 401K | 41-0955056 | — | THIRD PARTY ADMINISTRATO | $3K | — |
| — |
| — |
| $34.3M |
| 98.1% |
| Vanguard Instl Target Retire 2030 Pooled Separate Account | — | — | — | $5.8M | 16.5% |
| Vanguard Instl Target Retire 2040 Pooled Separate Account | — | — | — | $5.1M | 14.6% |
| Vanguard Instl Target Retire 2045 Pooled Separate Account | — | — | — | $3.0M | 8.7% |
| Vanguard Instl Target Retire 2035 Pooled Separate Account | — | — | — | $2.9M | 8.3% |
| Vanguard Instl Target Retire 2050 Pooled Separate Account | — | — | — | $2.6M | 7.5% |
| Vanguard Instl Target Retire 2025 Pooled Separate Account | — | — | — | $2.0M | 5.8% |
| Vanguard Tot Stk Mk Idx Adm Pooled Separate Account | — | — | — | $2.0M | 5.6% |
| Vanguard Instl Target Retire 2055 Pooled Separate Account | — | — | — | $1.8M | 5.0% |
| MFS Growth R3 Pooled Separate Account | — | — | — | $1.7M | 5.0% |
| Vanguard Instl Target Retire 2060 Pooled Separate Account | — | — | — | $1.2M | 3.4% |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | — | — | — | $884K | 2.5% |
| Invesco Diversified Dividnd R5 Pooled Separate Account | — | — | — | $692K | 2.0% |
| Vanguard Instl Target Retire 2020 Pooled Separate Account | — | — | — | $657K | 1.9% |
| TIAA-CREF Intl Eq Idx Instl Pooled Separate Account | — | — | — | $532K | 1.5% |
| Amer Funds New Persp Fund, R6 Pooled Separate Account | — | — | — | $513K | 1.5% |
| Participant loans Interest rates @ 4.25% to 9.50% | Participant loans | — | — | $391K | 1.1% |
| DFA US Large Cap Value I Pooled Separate Account | — | — | — | $377K | 1.1% |
| Vanguard Small-Cap Idx Adm Pooled Separate Account | — | — | — | $337K | 1.0% |
| Vanguard Instl Target Retire 2065 Pooled Separate Account | — | — | — | $327K | 0.9% |
| MN Life Guaranteed Return Acct Guaranteed Interest Account | — | — | — | $288K | 0.8% |
| Columbia High Yield Bond Adv Pooled Separate Account | — | — | — | $284K | 0.8% |
| Vanguard Tot Bond Mkt Idx Adm Pooled Separate Account | — | — | — | $262K | 0.7% |
| DFA U.S. Small Cap I Pooled Separate Account | — | — | — | $244K | 0.7% |
| PGIM Total Return Bond Z Pooled Separate Account | — | — | — | $235K | 0.7% |
| Vgd ST Infl-Prot Sec Idx Adm Pooled Separate Account | — | — | — | $188K | 0.5% |
| BNY Mellon Natural Resources I Pooled Separate Account | — | — | — | $141K | 0.4% |
| Vanguard LifeStrategy Mod Gro Pooled Separate Account | — | — | — | $132K | 0.4% |
| Fidelity Emerging Markets Idx Pooled Separate Account | — | — | — | $115K | 0.3% |
| Fidelity Real Estate Index Pooled Separate Account | — | — | — | $105K | 0.3% |
| Vgd Ttl Intl Bd Idx Admiral Pooled Separate Account | — | — | — | $105K | 0.3% |
| ClearBridge Intl Growrth Pooled Separate Account | — | — | — | $74K | 0.2% |