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 | — | AMC/ASSET FEE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | TRUST PARTNER PAYMENTS | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Prudential Total Return Bond Q | Other securities | 303,433 | — | $3.6M | 18.9% | |
| JPMorgan US Equity R6 | Other securities | 127,595 | — | $3.2M | 16.8% | |
| MFS International Value R4 | Other securities | 72,927 | — | $2.6M | 13.7% | |
| Standard Stable Asset Fund A | Other securities | 53,473 | — | $1.9M | 9.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | 19,966 | — | $1.7M | 8.8% | |
| Putnam Large Cap Value Fund Class R6 | Other securities | 45,199 | — | $1.6M | 8.2% | |
| Fidelity Small Cap Index FD Instl Premium CL | Other securities | 34,379 | — | $952K | 5.0% | |
| Janus Enterprise I | Other securities | 4,074 | — | $581K | 3.1% | |
| MFS Mid Cap Value R4 | Other securities | 18,446 | — | $570K | 3.0% | |
| American Funds 2050 TRGT Date Retire R6 | Other securities | 23,830 | — | $498K | 2.6% | |
| American Funds 2045 TRGT Date Reite R6 | Other securities | 21,803 | — | $462K | 2.4% | |
| American Funds American Balanced R6 | Other securities | 7,769 | — | $267K | 1.4% | |
| American Funds 2035 TRGT Date Retire R6 | Other securities | 12,686 | — | $242K | 1.3% | |
| Vanguard Growth Index ADM | Other securities | 728 | — | $154K | 0.8% | |
| MFS International Diversification R4 | Other securities | 5,404 | — | $123K | 0.6% | |
| American Funds 2040 TRGT Date Retire R6 | Other securities | 4,620 | — | $95K | 0.5% | |
| Principal Midcap S&P 400 Index R5 | Other securities | 3,688 | — | $85K | 0.4% | |
| JPMorgan Core Plus Bond R6 | Other securities | 11,076 | — | $79K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | 709 | — | $70K | 0.4% | |
| Vanguard 500 Index Admiral | Other securities | 121 | — | $66K | 0.3% | |
| MFS Moderate Allocation I | Other securities | 2,703 | — | $53K | 0.3% | |
| American Funds New World R6 | Other securities | 659 | — | $51K | 0.3% | |
| T. Rowe Price Health Sciences Fund Inc. | Common Stock | 433 | — | $34K | 0.2% | |
| JPMorgan Equity Income R6 | Other securities | 1,419 | — | $34K | 0.2% | |
| American Funds SmallCap World R6 | Other securities | 269 | — | $19K | <0.1% | |
| Prudential High-Yield Z | Other securities | 3,327 | — | $16K | <0.1% | |
| American Century Government Bond Inv | U.S. Treasuries | 1,453 | — | $13K | <0.1% | |
| Fidelity Advisorr Intl Capital App 1 | Other securities | 198 | — | $6K | <0.1% | |
| Janus Henderson Global Tech CL N | Other securities | 72 | — | $5K | <0.1% | |
| American Funds New Perspective R6 | Other securities | 42 | — | $3K | <0.1% | |
| Nationwide Small Cap Index R | Other securities | 9 | — | $102 | <0.1% | |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
