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 | $82K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual Funds | Other securities | — | — | $3.4M | 20.2% | |
| PGIM Total Ret Bond Z Mutual Funds | U.S. Treasuries | — | — | $2.8M | 16.7% | |
| JPMorgan Large Cap Growt Mutual Funds | Other securities | — | — | $2.8M | 16.5% | |
| DFA International Core Eq Mutual Funds | Other securities | — | — | $1.8M | 10.9% | |
| Standard Stable Asset A Stable Value Fund | Other securities | — | — | $1.3M | 8.0% | |
| PARTY IN IDENTITY OF ISSUE, BORROWER, RATE OF INTEREST, COLLATERAL, (**) CURRENT INTEREST LESSOR, OR SIMILAR PARTY PAR OR MATURITY VALUE COST VALUE American Funds Amer Bal Mutual Funds | Other securities | — | — | $1.3M | 7.8% | |
| Vanguard Equity Income Mutual Funds | Other securities | — | — | $1.2M | 7.2% | |
| DFA US Targeted Value I Mutual Funds | Other securities | — | — | $653K | 3.9% | |
| Neuberger Berman Mid-Cap Mutual Funds | Other securities | — | — | $470K | 2.8% | |
| MFS Mid-Cap Value Mutual Funds | Other securities | — | — | $432K | 2.6% | |
| Vanguard Tgt Retire 2035 Mutual Funds | Other securities | — | — | $237K | 1.4% | |
| American Funds Cap Wrld Mutual Funds | Other securities | — | — | $120K | 0.7% | |
| Hood River Small-Cap Gr Mutual Funds | Other securities | — | — | $95K | 0.6% | |
| Vanguard Mid-Cap Index Mutual Funds | Other securities | — | — | $43K | 0.3% | |
| Vanguard Tgt Retire 2030 Mutual Funds | Other securities | — | — | $23K | 0.1% | |
| Vanguard Tgt Retire 2020 Mutual Funds | Other securities | — | — | $22K | 0.1% | |
| Vanguard Tgt Retire Incm Mutual Funds | Other securities | — | — | $16K | <0.1% | |
| Vanguard Tgt Retire 2040 Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| Vanguard Tgt Retire 2045 Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.