Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Similar Party Collateral, Par, or Maturity Value ** Value Vanguard TARGET RETIREMENT 2035 INV | Other securities | — | — | $2.7M | 9.5% | |
| Fidelity 500 INDEX | Other securities | — | — | $2.2M | 7.6% | |
| CREF Growth | Other securities | — | — | $2.2M | 7.5% | |
| Vanguard TARGET RETIREMENT 2050 INV | Other securities | — | — | $1.9M | 6.7% | |
| Vanguard TARGET RETIREMENT 2045 INV | Other securities | — | — | $1.7M | 5.8% | |
| TIAA Traditional | Other securities | — | — | $1.6M | 5.5% | |
| Vanguard TARGET RETIREMENT 2040 INV | Other securities | — | — | $1.5M | 5.3% | |
| The Standard STABLE ASSET FUND A | Other securities | — | — | $1.2M | 4.2% | |
| CREF Stock | Other securities | — | — | $1.2M | 4.1% | |
| Vanguard TARGET RETIREMENT 2025 INV | Other securities | — | — | $1.2M | 4.1% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $1.1M | 3.7% | |
| Vanguard TARGET RETIREMENT 2020 INV | Other securities | — | — | $960K | 3.3% | |
| Vanguard TARGET RETIREMENT 2030 INV | Other securities | — | — | $940K | 3.3% | |
| Vanguard TARGET RETIREMENT INCOME INV | Other securities | — | — | $872K | 3.0% | |
| Vanguard TARGET RETIREMENT 2060 INV | Other securities | — | — | $846K | 2.9% | |
| CREF Global Equities | Other securities | — | — | $749K | 2.6% | |
| Vanguard TARGET RETIREMENT 2055 INV | Other securities | — | — | $652K | 2.3% | |
| Fidelity ADVISORR TOTAL BOND I | Other securities | — | — | $648K | 2.3% | |
| CREF Equity Index | Other securities | — | — | $590K | 2.1% | |
| Vanguard DEVELOPED MARKETS IDX ADMIRAL | Other securities | — | — | $548K | 1.9% | |
| Vanguard WELLINGTONT ADMIRALT | Other securities | — | — | $495K | 1.7% | |
| MFS VALUE R6 | Other securities | — | — | $386K | 1.3% | |
| Fidelity SMALL CAP INDEX | Other securities | — | — | $354K | 1.2% | |
| JP Morgan JPMORGAN US EQUITY R6 | Other securities | — | — | $246K | 0.9% | |
| CREF Money Market | Cash / Money Market | — | — | $231K | 0.8% | |
| JHancock DISCIPLINED VALUE MID CAP I | Other securities | — | — | $219K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $214K | 0.7% | |
| TIAA Access Core Equity T4 | Other securities | — | — | $147K | 0.5% | |
| Carillon Fund Distributors CARILLON EAGLE MID CAP GROWTH FUND CL R6 | Other securities | — | — | $134K | 0.5% | |
| CREF Social Choice | Other securities | — | — | $126K | 0.4% | |
| TIAA Access Nuv Lg-Cap Res Eq T4 | Other securities | — | — | $107K | 0.4% | |
| Vanguard REIT INDEX ADM | Common Stock | — | — | $103K | 0.4% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Other securities | — | — | $98K | 0.3% | |
| Cohen & Steers COHEN & STEERS REALTY SHARES INC | Common Stock | — | — | $95K | 0.3% | |
| TIAA AMERICAN Centry Small Cap Value R6 | Other securities | — | — | $80K | 0.3% | |
| TIAA Access Lg-Cap Gr T4 | Other securities | — | — | $77K | 0.3% | |
| TIAA Access Lg-Cap Val T4 | Other securities | — | — | $70K | 0.2% | |
| Fidelity MID CAP INDEX | Other securities | — | — | $67K | 0.2% | |
| AB SMALL CAP GROWTH Z | Other securities | — | — | $38K | 0.1% | |
| CREF Bond Market | Other securities | — | — | $37K | 0.1% | |
| Vanguard TARGET RETIREMENT 2065 INV | Other securities | — | — | $30K | 0.1% | |
| TIAA Access Real Est Secs T4 | Other securities | — | — | $28K | <0.1% | |
| TIAA Access MIS-CAP Val T4 | Other securities | — | — | $24K | <0.1% | |
| American Funds AMERICAN EUROPACIFIC GROWTH FUND R6 | Other securities | — | — | $23K | <0.1% | |
| Vanguard INTERM-TM TREAS ODX ADMIRAL | Other securities | — | — | $23K | <0.1% | |
| CREF Inflation-Linked Bond | Other securities | — | — | $22K | <0.1% | |
| Prudential HIGH YIELD FUND CL Z | Other securities | — | — | $21K | <0.1% | |
| TIAA Access Bond Plus T4 | Other securities | — | — | $9K | <0.1% | |
| TIAA Access Intl Equity T4 | Other securities | — | — | $8K | <0.1% | |
| Similar Party Collateral, Par, or Maturity Value ** Value JP Morgan JPMORGAN CORE BOND R6 | Other securities | — | — | $7K | <0.1% |
