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 | $5K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company - | — | — | — | $1.9M | 19.9% | |
| Voya Intermediate Bond Registered Investment Company - | — | — | — | $1.4M | 14.7% | |
| MFS International Diversification Registered Investment Company - | — |
| — |
| — |
| $1.1M |
| 11.7% |
| Standard Stable Value Variable Annuity Contract - | — | — | — | $1.1M | 11.5% |
| JPMorgan Large-Cap Growth Registered Investment Company - | — | — | — | $1.1M | 11.3% |
| Vanguard Value Index Registered Investment Company - | — | — | — | $719K | 7.3% |
| JPMorgan Mid-Cap Growth Registered Investment Company - | — | — | — | $552K | 5.6% |
| Vanguard Small-Cap Index Registered Investment Company - | — | — | — | $508K | 5.2% |
| Voya Small-Cap Growth Registered Investment Company - | — | — | — | $347K | 3.5% |
| John Hancock Disciplined Value Mid-Cap Registered Investment Company - | — | — | — | $284K | 2.9% |
| TIAA-CREF Social Choice Equity Registered Investment Company - | — | — | — | $222K | 2.3% |
| Prudential Global Total Return Registered Investment Company - | — | — | — | $204K | 2.1% |
| Allspring Special Mid-Cap Value Registered Investment Company - | — | — | — | $119K | 1.2% |
| Vanguard Mid-Cap Index Registered Investment Company - | — | — | — | $49K | 0.5% |
| Participant Loans Various Maturities - | Participant loans | — | — | $12K | 0.1% |
| MFS International Intrinsic Value Registered Investment Company - | — | — | — | $6K | <0.1% |
| Goldman Sachs Intermediate Equity Registered Investment Company - | — | — | — | $3K | <0.1% |
| Allspring Special Small-Cap Value Registered Investment Company - | — | — | — | $2K | <0.1% |
