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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Intermediate Bond I | Other securities | — | — | $3.4M | 21.0% | |
| Vanguard Information Technology Index Admiral | Other securities | — | — | $2.6M | 15.9% | |
| BlackRock iShares S&P 500 Index K | Other securities | — | — | $2.4M | 14.6% | |
| Vanguard Developed Markets Index Admiral | Other securities | — | — | $1.8M | 11.4% | |
| Investment Contract *Standard Insurance Company Standard Stable Asset B | Other securities | — | — | $1.5M | 9.6% | |
| American Century American Century Ultra Fund R6 | Mutual Funds | — | — | $1.2M | 7.1% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $1.1M | 6.7% | |
| Fidelity Investments Fidelity Multi Asset Index 51 Franklin Templeton Franklin Small Cap Value Fund R6 | Other securities | — | — | $590K | 3.6% | |
| John Hancock Jhancock Disciplined Value Mid Cap R6 | Other securities | — | — | $403K | 2.5% | |
| Participant Loans *Plan participants Participant loans with interest rate of 3.25% - 8.50% | Bonds / Notes | — | — | $394K | 2.4% | |
| Vanguard Balanced Index Admiral | Other securities | — | — | $375K | 2.3% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $349K | 2.2% | |
| PGIM Funds PGIM High Yield Fund R6 | Other securities | — | — | $25K | 0.2% | |
| JPMorgan US Equity R6 | Other securities | — | — | $25K | 0.2% | |
| Vanguard Total World Stock Index Admiral | Other securities | — | — | $22K | 0.1% | |
| Vanguard Explorer Admiral | Other securities | — | — | $16K | <0.1% | |
| Calvert Investments Calvert US Large Cap Core Responsible Index I | Other securities | — | — | $7K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | 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.
