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 | $132K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11.0M | 78.5% |
| Vanguard Int Term Bond Index Admiral Pooled Separate Account | — | — | — | $2.5M | 17.5% |
| Calvert US Large Cap Core Resp Index Pooled Separate Account | — | — | — | $2.3M | 16.2% |
| MFS International Diversification R6 Pooled Separate Account | — | — | — | $1.9M | 13.6% |
| The Standard Stable Asset Stable Value Fund | — | — | — | $1.6M | 11.3% |
| MFS Growth R6 Pooled Separate Account | — | — | — | $1.2M | 8.7% |
| JPMorgan Equity Income R6 Pooled Separate Account | — | — | — | $1.1M | 7.9% |
| Vanguard Small Cap Index Admiral Pooled Separate Account | — | — | — | $654K | 4.7% |
| Vanguard Info Tech Index Admiral Pooled Separate Account | — | — | — | $482K | 3.4% |
| Standard Insurance Company Allspring Mid Cap Value Pooled Separate Account | — | — | — | $392K | 2.8% |
| MFS Mid Cap Growth R6 Pooled Separate Account | — | — | — | $371K | 2.7% |
| Fidelity Balanced Pooled Separate Account | — | — | — | $90K | 0.6% |
| Allspring Special Small Cap Value Pooled Separate Account | — | — | — | $52K | 0.4% |
