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 | $23K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Retirement | — | — | — | $411K | 26.4% | |
| Fidelity 500 Index | — | — | — | $181K | 11.6% | |
| American Funds 2060 Target Retirement | — | — | — |
| $162K |
| 10.4% |
| Fidelity Large-Cap Growth Index Institutional Premium | — | — | — | $158K | 10.2% |
| American Funds 2050 Target Retirement | — | — | — | $153K | 9.8% |
| American Funds 2045 Target Retirement | — | — | — | $128K | 8.2% |
| American Funds 2040 Target Retirement | — | — | — | $68K | 4.4% |
| American Funds 2035 Target Retirement | — | — | — | $59K | 3.8% |
| American Funds 2030 Target Retirement | — | — | — | $53K | 3.4% |
| American Funds 2025 Target Retirement | — | — | — | $46K | 2.9% |
| American Funds 2065 Target Retirement | — | — | — | $32K | 2.0% |
| Fidelity Mid-Cap index | — | — | — | $29K | 1.9% |
| JPMorgan Mid-Cap Growth | — | — | — | $27K | 1.7% |
| Fidelity Small-Cap Index | — | — | — | $19K | 1.2% |
| Fidelity International Index | — | — | — | $9K | 0.6% |
| Cohen and Steers Realty | — | — | — | $9K | 0.6% |
| Participant Loans | Participant loans | — | — | $6K | 0.4% |
| American Funds 2020 Target Retirement | — | — | — | $4K | 0.3% |
| Blackrock Mid-Cap Value | — | — | — | $701 | <0.1% |
| Putnam Large-Cap Value | — | — | — | $266 | <0.1% |
| MFS International Equity | — | — | — | $48 | <0.1% |
