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 | $68K | — |
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 |
Pooled Separate Account |
| — |
| — |
| $33.7M |
| 87.0% |
| * The Standard Insurance Company Guaranteed Interest Fund, crediting rate of 3.23% | Guaranteed Income / GIC | — | — | $4.3M | 11.2% |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $3.5M | 9.0% |
| Standard Insurance Company Harbor Capital Appreciation | — | — | — | $3.3M | 8.5% |
| Standard Insurance Company JP Morgan Large Cap Growth | — | — | — | $2.6M | 6.8% |
| Standard Insurance Company JPMorgan US Equity R6 | — | — | — | $2.5M | 6.5% |
| Standard Insurance Company Hartford International Opportunity | — | — | — | $2.5M | 6.4% |
| Standard Insurance Company Dodge and Cox Index | — | — | — | $2.5M | 6.4% |
| Standard Insurance Company Vanguard Wellington Admiral | — | — | — | $2.3M | 6.0% |
| Standard Insurance Company Vanguard Windsor II Admiral | — | — | — | $2.1M | 5.5% |
| Standard Insurance Company Voya Small Cap Growth I | — | — | — | $1.1M | 2.8% |
| Standard Insurance Company JPMorgan Mid Cap Growth R5 | — | — | — | $1.1M | 2.7% |
| Standard Insurance Company Vanguard Growth Index ADM | — | — | — | $1000K | 2.6% |
| Standard Insurance Company MFS Intl Diversification R6 | — | — | — | $990K | 2.6% |
| Standard Insurance Company American Funds 2035 Tgt Ret R6 | — | — | — | $917K | 2.4% |
| Standard Insurance Company T Rowe Price Mid-Cap Growth | — | — | — | $882K | 2.3% |
| Standard Insurance Company Wells Fargo Spec MDCPVAL Ins | — | — | — | $660K | 1.7% |
| Standard Insurance Company American Funds 2045 Tgt Ret R6 | — | — | — | $626K | 1.6% |
| Standard Insurance Company Vanguard Extd Mkt Index ADM | — | — | — | $496K | 1.3% |
| Standard Insurance Company American Funds 2040 Tgt Ret R6 | — | — | — | $441K | 1.1% |
| Standard Insurance Company American Funds 2025 Tgt Ret R6 | — | — | — | $435K | 1.1% |
| Standard Insurance Company American Funds 2030 Tgt Ret R6 | — | — | — | $368K | 0.9% |
| Standard Insurance Company Janus Global Life Sciences I | — | — | — | $365K | 0.9% |
| Standard Insurance Company DFA US Targeted Value I | — | — | — | $341K | 0.9% |
| Standard Insurance Company Fidelity Small CAP index | — | — | — | $327K | 0.8% |
| Standard Insurance Company American Funds 2015 Tgt Ret R6 | — | — | — | $322K | 0.8% |
| Standard Insurance Company PGIM Global Total Return R6 | — | — | — | $296K | 0.8% |
| Standard Insurance Company Carillon Eagle MC Growth R6 | — | — | — | $283K | 0.7% |
| Standard Insurance Company MFS Mid Cap Value R6 | — | — | — | $281K | 0.7% |
| Standard Insurance Company MFS Value R6 | — | — | — | $257K | 0.7% |
| s * Standard Insurance Company Vanguard Infl-Prot Sec Admiral | Pooled Separate Accounts | — | — | $232K | 0.6% |
| Standard Insurance Company JPMORGAN Equity Income R6 | — | — | — | $206K | 0.5% |
| Standard Insurance Company Vanguard Life Strategy Cons | — | — | — | $149K | 0.4% |
| Standard Insurance Company American Funds 2055 Tgt Ret R6 | — | — | — | $134K | 0.3% |
| Standard Insurance Company American Funds 2050 Tgt Ret R6 | — | — | — | $76K | 0.2% |
| Standard Insurance Company Columbia Mid Cap Value R4 | — | — | — | $69K | 0.2% |
| Standard Insurance Company Prudential High Yield S | — | — | — | $46K | 0.1% |
| Standard Insurance Company American Funds 2060 Tgt Ret R6 | — | — | — | $20K | <0.1% |
| Standard Insurance Company American Funds 2065 Tgt Ret R6 | — | — | — | $12K | <0.1% |
| Standard Insurance Company American Funds 2020 Tgt Ret R6 | — | — | — | $1K | <0.1% |
