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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | NONE | $21K | — |
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 | — | — | $7.5M | 100.4% | |
| JPMorgan SmartRet 2020 A | Other securities | — | — | $1.3M | 18.1% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $1.2M | 16.1% | |
| JPMorgan SmartRet Inc A | Common Stock | — | — | $1.2M | 15.8% | |
| JPMorgan SmartRet 2025 A | Other securities | — | — | $630K | 8.5% | |
| Fiduc Inv Trust Gr B | Other securities | — | — | $455K | 6.1% | |
| Fiduc Inv Trust Bal B | Other securities | — | — | $455K | 6.1% | |
| JPMorgan SmartRet 2045 A | Other securities | — | — | $365K | 4.9% | |
| JPMorgan SmartRet 2035 A | Other securities | — | — | $340K | 4.6% | |
| JPMorgan SmartRet 2040 A | Other securities | — | — | $240K | 3.2% | |
| JPMorgan SmartRet 2030 A | Other securities | — | — | $194K | 2.6% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $148K | 2.0% | |
| JPMorgan Mid Cap Growth I | Other securities | — | — | $103K | 1.4% | |
| Fiduc Inv Trust Agsv B | Other securities | — | — | $101K | 1.4% | |
| JPMorgan SmartRet 2050 A | Other securities | — | — | $85K | 1.1% | |
| JPMorgan SmartRet 2055 A | Other securities | — | — | $72K | 1.0% | |
| American Century SmCap Grwth R6 | Other securities | — | — | $63K | 0.8% | |
| Vanguard Small-Cap Idx Adm | Other securities | — | — | $58K | 0.8% | |
| Vanguard Mid-C Val Idx Adm | Other securities | — | — | $56K | 0.8% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $54K | 0.7% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $53K | 0.7% | |
| Vanguard Sm-Cap Val Ind Adm | Other securities | — | — | $52K | 0.7% | |
| Janus Hend Glbl Equity Incm I | Other securities | — | — | $50K | 0.7% | |
| iShares MSCI EAFE Intl Idx Ins | Other securities | — | — | $49K | 0.7% | |
| Putnam Stable Value 25 | Pooled Separate Accounts | — | — | $36K | 0.5% | |
| PGIM Total Return Bond Z | Other securities | — | — | $32K | 0.4% | |
| BlackRock Strgc Glbl Bd Ins | Other securities | — | — | $20K | 0.3% | |
| Fiduc Inv Trust Cnsrv B | Other securities | — | — | $19K | 0.3% | |
| GMS GQG Ptnrs Intl Opps R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
