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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERNATIONAL BANK AND TRUST | 45-0134280 | — | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index Mutual Fund N/A | Other securities | — | — | $2.9M | 35.5% | |
| JP Morgan Large Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $996K | 12.3% | |
| Vanguard Total Bond Market Index Adm Mutual Fund N/A | Other securities | — | — | $899K | 11.1% | |
| Fidelity Inter Index Fund Mutual Fund N/A | Other securities | — | — | $667K | 8.2% | |
| Standard Ins Co Stable Asset Fund Group Annuity Contract N/A | Common Stock | — | — | $556K | 6.9% | |
| Vanguard 500 Admiral Fund Mutual Fund N/A | Other securities | — | — | $452K | 5.6% | |
| Goldman Sachs Large Cap Value Fund Mutual Fund N/A | Other securities | — | — | $374K | 4.6% | |
| Fidelity Select Health Care Portfolio Mutual Fund N/A | Other securities | — | — | $234K | 2.9% | |
| Vanguard Small Cap Value Admiral Fund Mutual Fund N/A | Other securities | — | — | $184K | 2.3% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 8% - 8.50% - | Bonds / Notes | — | — | $147K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund N/A | Other securities | — | — | $92K | 1.1% | |
| American Funds New World Fund Mutual Fund N/A | Other securities | — | — | $74K | 0.9% | |
| Federated Hermes Mid Cap index Mutual Fund N/A | Other securities | — | — | $55K | 0.7% | |
| Vanguard International Growth Admiral Mutual Fund N/A | Other securities | — | — | $54K | 0.7% | |
| Fidelity Advisor Total Bond Fund Mutual Fund N/A | Other securities | — | — | $46K | 0.6% | |
| Vanguard Small Cap Growth Admiral Fund Mutual Fund N/A | Other securities | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
