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 | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $45.6M | 98.4% | |
| Vanguard Target Retirement 2035 Mutual Fund | Other securities | — | — | $7.4M | 16.0% | |
| Vanguard Target Retirement 2045 Mutual Fund | Other securities | — | — | $7.0M | 15.1% | |
| Vanguard Target Retirement 2040 Mutual Fund | Other securities | — | — | $5.3M | 11.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | Other securities | — | — | $5.2M | 11.3% | |
| Vanguard Target Retirement 2050 Mutual Fund | Other securities | — | — | $4.4M | 9.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | Other securities | — | — | $3.7M | 8.0% | |
| Vanguard Target Retirement 2055 Mutual Fund | Other securities | — | — | $2.8M | 6.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | Other securities | — | — | $1.8M | 4.0% | |
| Fidelity Total Market Index Mutual Fund | Other securities | — | — | $1.8M | 3.9% | |
| JP Morgan US Equity A Mutual Fund | Other securities | — | — | $1.5M | 3.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | Other securities | — | — | $1.1M | 2.4% | |
| JP Morgan Mid Cap Growth I Mutual Fund | Other securities | — | — | $844K | 1.8% | |
| Galliard Stable Return C Stable Value Fund | Other securities | — | — | $817K | 1.8% | |
| Participant loans *** $0 | Participant loans | — | — | $720K | 1.6% | |
| Vanguard Target Retirement 2065 Mutual Fund | Other securities | — | — | $595K | 1.3% | |
| Vanguard Target Retirement 2070 Mutual Fund ** 397 Vanguard Target Retirement Income Mutual Fund | Other securities | — | — | $308K | 0.7% | |
| Fidelity Total Intl Index Mutual Fund | Other securities | — | — | $300K | 0.6% | |
| Fidelity US Bond Index Mutual Fund | Other securities | — | — | $202K | 0.4% | |
| Hartford International Opportunities R5 Mutual Fund | Other securities | — | — | $197K | 0.4% | |
| PGIM Total Return Bond Z Mutual Fund | Other securities | — | — | $156K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
