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 | $43K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $25.0M | 87.5% | |
| Fidelity Balanced | Other securities | — | — | $5.0M | 17.5% | |
| JPMorgan US Equity | Other securities | — | — | $3.7M | 13.1% | |
| MFS International Diversification | Other securities | — | — | $3.3M | 11.4% | |
| Standard Insurance Company Guaranteed Interest Fund | Other securities | — | — | $3.1M | 10.8% | |
| PGIM Total Return Bond | Other securities | — | — | $2.9M | 10.1% | |
| Harbor Capital Appreciation | Other securities | — | — | $2.1M | 7.3% | |
| Vanguard Value Index Adm | Other securities | — | — | $1.7M | 5.9% | |
| Vanguard Small Cap Growth Index | Other securities | — | — | $1.3M | 4.6% | |
| Fidelity 500 Index | Other securities | — | — | $955K | 3.3% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $884K | 3.1% | |
| Vanguard Mid Cap Val Index | Other securities | — | — | $666K | 2.3% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $641K | 2.2% | |
| Participants Participant Loans Rates from 3.25% to 10.50% - | Bonds / Notes | — | — | $489K | 1.7% | |
| JPMorgan Equity Income | Other securities | — | — | $409K | 1.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $288K | 1.0% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $257K | 0.9% | |
| DFA US Targeted Value | Other securities | — | — | $252K | 0.9% | |
| Vanguard Target Retire 2030 | Other securities | — | — | $169K | 0.6% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $96K | 0.3% | |
| Vanguard Target Retire 2035 | Other securities | — | — | $92K | 0.3% | |
| PGIM High Yield | Other securities | — | — | $67K | 0.2% | |
| Vanguard Target Retire 2045 | Other securities | — | — | $58K | 0.2% | |
| Fidelity Small Cap Index | Other securities | — | — | $44K | 0.2% | |
| Vanguard Target Retire 2050 | Other securities | — | — | $32K | 0.1% | |
| Vanguard Target Retire 2040 | Other securities | — | — | $31K | 0.1% | |
| Vanguard Target Retire 2060 | Other securities | — | — | $26K | <0.1% | |
| Vanguard Target Retire 2070 | Other securities | — | — | $21K | <0.1% | |
| PIMCO Long Duration Total Return | Other securities | — | — | $20K | <0.1% | |
| Vanguard Target Retire 2055 | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
