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 | $35K | — |
| AMERIPRISE FINANCIAL SERVICES, INC. | 13-3180631 | — | NONE | $10K | — |
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 STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11.0M | 92.7% |
| Standard Insurance Company Fidelity Balanced | — | — | — | $2.4M | 20.5% |
| Standard Insurance Company Fidelity 500 Index | — | — | — | $1.9M | 16.1% |
| Standard Insurance Company MFS Growth R6 | — | — | — | $1.6M | 13.3% |
| Standard Insurance Company DFA International Core Equity I | — | — | — | $1.1M | 9.4% |
| Standard Insurance Company Prudential Total Return Bond Z | — | — | — | $1.1M | 9.1% |
| Standard Insurance Company Guaranteed Interest Fund | — | — | — | $876K | 7.3% |
| Standard Insurance Company Vanguard Windsor II Admiral | — | — | — | $871K | 7.3% |
| Standard Insurance Company T. Rowe Price Mid Cap Growth I | — | — | — | $438K | 3.7% |
| Standard Insurance Company Voya Small Cap Growth I | — | — | — | $437K | 3.7% |
| Standard Insurance Company Allspring Special Mid Cap Value Institutional | — | — | — | $291K | 2.4% |
| Standard Insurance Company Vanguard Mid Cap Index Admiral | — | — | — | $184K | 1.5% |
| Standard Insurance Company Vanguard FTSE Social Index Admiral | — | — | — | $139K | 1.2% |
| Standard Insurance Company Vanguard Small Cap Index Admiral | — | — | — | $85K | 0.7% |
| Standard Insurance Company Goldman Sachs International Equity Insights | — | — | — | $73K | 0.6% |
| Standard Insurance Company Vanguard Long-Term Investment Grade Admiral | — | — | — | $34K | 0.3% |
| Standard Insurance Company Janus Henderson Global Life Sciences I | — | — | — | $25K | 0.2% |
| Standard Insurance Company American Beacon Small Cap Value R6 | — | — | — | $16K | 0.1% |
