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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | NONE | $22K | — |
| LMBC, PC | 62-1199757 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.7M | 83.3% | |
| Standard Insurance Company Vanguard Target Retire 2035 Inv | Other securities | — | — | $966K | 17.2% | |
| Standard Insurance Company Stable Value Investment Contract | Other securities | — | — | $880K | 15.7% | |
| Standard Insurance Company Vanguard Target Retire 2025 Inv | Other securities | — | — | $639K | 11.4% | |
| Standard Insurance Company Dodge & Cox Income | Other securities | — | — | $501K | 8.9% | |
| Standard Insurance Company Fidelity 500 Index | Other securities | — | — | $354K | 6.3% | |
| Standard Insurance Company JPMorgan Large Cap Growth R6 | Other securities | — | — | $318K | 5.7% | |
| Standard Insurance Company JPMorgan US Equity R6 | Other securities | — | — | $312K | 5.6% | |
| Standard Insurance Company Vanguard Target Retire 2020 Inv | Other securities | — | — | $267K | 4.8% | |
| Standard Insurance Company Vanguard Target Retire 2030 Inv | Other securities | — | — | $244K | 4.3% | |
| Standard Insurance Company Fidelity Global Ex US Index | Other securities | — | — | $232K | 4.1% | |
| Standard Insurance Company Vanguard Target Retire 2040 Inv | Other securities | — | — | $188K | 3.3% | |
| Standard Insurance Company Vanguard Equity Income Adm | Other securities | — | — | $169K | 3.0% | |
| Standard Insurance Company Vanguard Target Retire 2045 Inv | Other securities | — | — | $92K | 1.6% | |
| Standard Insurance Company Voya Small Cap Growth I | Other securities | — | — | $82K | 1.5% | |
| Notes receivable from participants Maturing through January 2030, bearing interest at 5.25% - 10.5% - | Bonds / Notes | — | — | $63K | 1.1% | |
| Standard Insurance Company Vanguard Target Retire 2055 Inv | Other securities | — | — | $56K | 1.0% | |
| Standard Insurance Company Neuberger Berman MidCapGr R6 | Other securities | — | — | $56K | 1.0% | |
| Standard Insurance Company Nuveen Mid Cap Value 1 I | Other securities | — | — | $51K | 0.9% | |
| Standard Insurance Company Vanguard Target Retire 2050 Inv | Other securities | — | — | $45K | 0.8% | |
| Standard Insurance Company Vanguard Target Retire 2060 Inv | Other securities | — | — | $43K | 0.8% | |
| Standard Insurance Company Fidelity Small Cap Index ** 307 * Standard Insurance Company PGIM High Yield Z | Other securities | — | — | $32K | 0.6% | |
| Standard Insurance Company Vanguard Wellington Adm | Other securities | — | — | $19K | 0.3% | |
| Standard Insurance Company Vanguard Energy Index Adm | Other securities | — | — | $5K | <0.1% | |
| Standard Insurance Company Vanguard Target Retire Inc Inv | Common Stock | — | — | $4K | <0.1% | |
| Standard Insurance Company Fidelity Mid Cap Index | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $13K |
| — |
