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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH RESCUE STRATEGIES, INC. | 86-0812057 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Funds Intermediate Bond Fund | Other securities | — | $3.2M | $2.8M | 19.2% | |
| Investment Contract * Standard Insurance Company Stable Value Fund-Insurance Contract | Other securities | — | $2.7M | $2.4M | 17.1% | |
| BlackRock Ishares S&P 500 Index Fund | Mutual Funds | — | $2.0M | $1.7M | 11.5% | |
| Charles Schwab International Index Fund | Other securities | — | $1.7M | $1.4M | 9.5% | |
| T Rowe Price Large-Cap Growth Stock Fund | Other securities | — | $1.1M | $892K | 6.2% | |
| Janus Henderson Investors Triton Fund-Small to Mid-Cap Growth Equities - MFS Investment Management Value Fund-Large-Cap Value | Other securities | — | $1.0M | $869K | 6.1% | |
| Vanguard Balanced Index Fund | Other securities | — | $568K | $579K | 4.0% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | $643K | $522K | 3.6% | |
| Notes receivable from Participants Interest rates of 3.25% to 8.5%, maturities from 2025 to 2030 | Bonds / Notes | — | $405K | $443K | 3.1% | |
| Vanguard Mid-Cap Value Index Fund | Other securities | — | $373K | $308K | 2.1% | |
| Neuberger Berman Mid-Cap Growth | Other securities | — | $329K | $272K | 1.9% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | $109K | $84K | 0.6% | |
| Vanguard Small-Cap Index Fund | Other securities | — | $11K | $19K | 0.1% | |
| American Funds EuroPacific Growth | Other securities | — | $10K | $15K | 0.1% | |
| Hood River Capital Small-Cap Growth Fund | Other securities | — | $23K | $9K | <0.1% | |
| Cash Held by Charles Schwab | Cash / Money Market | — | $16K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
