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 | $40K | — |
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 | — | — | $17.6M | 91.8% |
| Standard Insurance Company JP Morgan US Equity R6 # | — | — | — | $2.3M | 12.0% |
| Standard Insurance Company JPMorgan Large Cap Growth R6 # | — | — | — | $1.5M | 8.0% |
| Standard Insurance Company Harford Intl Opportunity Y # | — | — | — | $1.5M | 7.7% |
| Standard Insurance Company Dodge & Cox Income I # | — | — | — | $1.3M | 7.0% |
| Standard Insurance Company Vanguard Target Retirement 2055 # | — | — | — | $1.3M | 7.0% |
| Standard Insurance Company Vanguard Value Index Adm # | — | — | — | $1.1M | 5.7% |
| Standard Insurance Company Vanguard Target Retirement 2040 # | — | — | — | $1.1M | 5.7% |
| Standard Insurance Company Vanguard Target Retitrement 2030 # | — | — | — | $894K | 4.7% |
| Standard Insurance Company Vanguard 500 Index Adm # | — | — | — | $852K | 4.4% |
| Standard Insurance Company Vanguard Target Retirement 2050 # | — | — | — | $830K | 4.3% |
| Standard Insurance Company Vanguard Explorer Adm # | — | — | — | $734K | 3.8% |
| Standard Insurance Company Vanguard Wellington Adm # | — | — | — | $731K | 3.8% |
| Standard Insurance Company Vanguard Target Retirement 2060 # | — | — | — | $632K | 3.3% |
| Standard Insurance Company Vanguard Target Retirement 2045 # | — | — | — | $620K | 3.2% |
| Standard Insurance Company Neuberger Berman MidCap Growth R6 # | — | — | — | $521K | 2.7% |
| Standard Insurance Company Allspring Specl MidCap Value Ins # | — | — | — | $473K | 2.5% |
| Standard Insurance Company Vanguard Target Retirement 2025 # | — | — | — | $233K | 1.2% |
| Standard Insurance Company John Hancock Displ Value MidCap R6 # | — | — | — | $199K | 1.0% |
| Standard Insurance Company Vanguard Target Retirement 2035 # | — | — | — | $192K | 1.0% |
| Standard Insurance Company Columbia Mid Cap Index Instl 2 # | — | — | — | $189K | 1.0% |
| Standard Insurance Company Vanguard Small Cap Index Adm # | — | — | — | $143K | 0.7% |
| Standard Insurance Company Vanguard Target Retitrement 2020 # | — | — | — | $82K | 0.4% |
| Standard Insurance Company DFA US Targeted Value I # | — | — | — | $51K | 0.3% |
| Standard Insurance Company Vanguard Dev Mkts Index Adm # | — | — | — | $29K | 0.1% |
| Standard Insurance Company Vanguard Target Retirement Income # | — | — | — | $14K | <0.1% |
| Standard Insurance Company Vanguard Emerging Market Stock Index Adm # | — | — | — | $11K | <0.1% |