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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST WESTERN TRUST BANK | 27-0083757 | — | NONE | $13K | — |
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 | — | — | $8.2M | 87.2% | |
| Standard Insurance Company** Vanguard 500 Index | Other securities | — | — | $1.4M | 15.2% | |
| Standard Insurance Company** Fully benefit-responsive investment contract - Stable Asset Fund | Other securities | — | — | $1.2M | 12.8% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $1.2M | 12.4% | |
| Federated Hermes Total Return Bond | Other securities | — | — | $844K | 8.9% | |
| MFS International Diversification | Other securities | — | — | $767K | 8.1% | |
| MFS Value | Other securities | — | — | $582K | 6.2% | |
| Schwab Target 2045 Index | Other securities | — | — | $490K | 5.2% | |
| Hood River Smallcap Growth Retirement | Other securities | — | — | $370K | 3.9% | |
| Vanguard MidCap Index | Other securities | — | — | $259K | 2.7% | |
| Carillion Eagle MC Growth | Other securities | — | — | $254K | 2.7% | |
| Schwab Target 2040 Index | Other securities | — | — | $246K | 2.6% | |
| Schwab Target 2050 Index | Other securities | — | — | $240K | 2.5% | |
| Schwab Target 2035 Index | Other securities | — | — | $237K | 2.5% | |
| Allspring Spec Mid Cal Value | Other securities | — | — | $211K | 2.2% | |
| Schwab Target 2055 Index | Other securities | — | — | $174K | 1.8% | |
| Fidelity Balanced | Other securities | — | — | $166K | 1.8% | |
| PIMCO Income | Other securities | — | — | $156K | 1.7% | |
| Schwab Target 2025 Index | Other securities | — | — | $145K | 1.5% | |
| Schwab Target 2030 Index | Other securities | — | — | $95K | 1.0% | |
| Schwab Target 2020 Index | Other securities | — | — | $87K | 0.9% | |
| Schwab Target 2060 Index | Other securities | — | — | $81K | 0.9% | |
| Vanguard Small Cap Index | Other securities | — | — | $69K | 0.7% | |
| Cohen & Steers Institutional Realty | Other securities | — | — | $43K | 0.5% | |
| American Beacon SmallCap | Other securities | — | — | $35K | 0.4% | |
| Vanguard Emerging Markets Index | Other securities | — | — | $26K | 0.3% | |
| Schwab Target 2015 Index | Other securities | — | — | $22K | 0.2% | |
| Vanguard Total International Stock | Other securities | — | — | $19K | 0.2% | |
| Schwab Target 2010 Index | Other securities | — | — | $8K | <0.1% |
