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 | $58K | — |
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 | — | — | $8.3M | 87.7% |
| Insurance Co. General Account * Standard Stable Asset A | — | — | — | $1.2M | 12.3% |
| Standard JP Morgan Smartrtmnt 2045 R6 | — | — | — | $1.1M | 11.8% |
| Standard JP Morgan Smartrtmnt 2040 R6 | — | — | — | $895K | 9.4% |
| Standard JP Morgan Smartrtmnt 2035 R6 | — | — | — | $812K | 8.6% |
| Standard JP Morgan Smartrtmnt 2030 R6 | — | — | — | $725K | 7.6% |
| Standard Vanguard 500 Index Admiral | — | — | — | $711K | 7.5% |
| Standard JP Morgan Smartrtmnt 2055 R6 | — | — | — | $497K | 5.2% |
| Standard MFS Growth R6 | — | — | — | $488K | 5.1% |
| Standard JP Morgan Smartrtmnt 2060 R6 | — | — | — | $308K | 3.2% |
| Party-in- Borrower, Lessor, Interest or Similar Party Description of Investment Cost Current Value Pooled Separate Accounts * Standard Vanguard Equity Income Adm | — | — | — | $288K | 3.0% |
| Standard Fidelity Total Bond Fund | — | — | — | $283K | 3.0% |
| Standard Vanguard Dev Mkts Idx Adm DC | — | — | — | $276K | 2.9% |
| Standard JP Morgan Smartrtmnt 2020 R6 | — | — | — | $246K | 2.6% |
| Standard Allspring Apecl MDCP Val Ins | — | — | — | $240K | 2.5% |
| Standard JP Morgan Smartrtmnt 2025 R6 | — | — | — | $234K | 2.5% |
| Standard Vanguard Sm Cap Idx Adm | — | — | — | $199K | 2.1% |
| Standard JP Morgan Smartrtmnt Incm R6 | — | — | — | $197K | 2.1% |
| Standard JP Morgan Smartrtmnt 2050 R6 | — | — | — | $169K | 1.8% |
| Standard JP Morgan Mid Cap Growth R6 | — | — | — | $154K | 1.6% |
| Standard Allspring Specl Smcp Val Ins | — | — | — | $122K | 1.3% |
| Standard Vanguard Mid Cap Idx Adm | — | — | — | $115K | 1.2% |
| Standard JP Morgan Smartrtmnt 2065 R6 | — | — | — | $108K | 1.1% |
| Standard Vanguard Real Estate Idx Adm | — | — | — | $54K | 0.6% |
| Standard Vanguard Wellington Fund Admiral | — | — | — | $51K | 0.5% |
| Standard TCM Small Cap Growth | — | — | — | $19K | 0.2% |
| Standard Goldman Sachs Emerg Mkt Eq I | — | — | — | $10K | 0.1% |
| Standard T. Rowe Price Intl Discovery | — | — | — | $8K | <0.1% |
| Standard PGIM High Yield Z | — | — | — | $7K | <0.1% |
