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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | ADVISORY FEE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Other securities | — | — | $1.8M | 18.1% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $1.5M | 14.7% | |
| Fidelity Advisor Large Cap Growth Index Fund | Other securities | — | — | $1.3M | 13.4% | |
| MFS International Diversification Fund | Other securities | — | — | $1.2M | 11.8% | |
| Putnam Large Cap Value Fund | Other securities | — | — | $825K | 8.3% | |
| * Standard Insurance Co. Stable Asset Fund | Insurance Contracts | — | — | $729K | 7.4% | |
| Fidelity Advisor Small Cap Index Fund | Other securities | — | — | $510K | 5.1% | |
| JPMorgan US Equity Fund | Other securities | — | — | $362K | 3.6% | |
| Janus Henderson Enterprise Fund | Other securities | — | — | $329K | 3.3% | |
| American Funds American Balanced Fund | Other securities | — | — | $318K | 3.2% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $274K | 2.8% | |
| Participant loans * Participant loans Interest rates of 4.25% to 9.5% | Bonds / Notes | — | — | $235K | 2.4% | |
| Fidelity Advisor Mid Cap Index Fund | Other securities | — | — | $112K | 1.1% | |
| Fidelity Advisor Emerging Markets Index Fund | Other securities | — | — | $60K | 0.6% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $53K | 0.5% | |
| American Funds New Perspective Fund | Other securities | — | — | $47K | 0.5% | |
| Alliance Bernstein Small Cap Growth Portfolio Fund | Mutual Funds | — | — | $43K | 0.4% | |
| MFS Aggressive Growth Allocation Fund | Other securities | — | — | $39K | 0.4% | |
| Vanguard Intermediate Term Treasury Index Fund | Other securities | — | — | $34K | 0.3% | |
| American Centruy Government Bond Fund | U.S. Treasuries | — | — | $27K | 0.3% | |
| MFS Moderate Allocation Fund | Other securities | — | — | $21K | 0.2% | |
| MFS Growth Allocation Fund | Other securities | — | — | $19K | 0.2% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $14K | 0.1% | |
| PGIM Global Total Return Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
