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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced | Other securities | — | — | $13.0M | 33.2% | |
| Charles Schwab S&P 500 | Other securities | — | — | $5.3M | 13.5% | |
| Various Self-directed brokerage account | Other securities | — | — | $3.1M | 7.9% | |
| Vanguard Mid Cap Index | Other securities | — | — | $2.3M | 5.8% | |
| TIAA-CREF Growth and Income | Other securities | — | — | $1.9M | 4.8% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $1.5M | 3.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $1.4M | 3.6% | |
| Vanguard International Growth | Other securities | — | — | $1.3M | 3.4% | |
| The Standard Fully benefit-responsive investment contract - Standard Stable Asset Fund | Other securities | — | — | $1.3M | 3.2% | |
| PIMCO Total Return | Other securities | — | — | $985K | 2.5% | |
| Natixis U.S. Equity | Other securities | — | — | $881K | 2.2% | |
| Virtus Ceredex Equity | Other securities | — | — | $833K | 2.1% | |
| Invesco U.S. Small Cap Value | Other securities | — | — | $833K | 2.1% | |
| Vanguard Equity Income | Other securities | — | — | $804K | 2.0% | |
| Cohen and Steers Realty Shares | Other securities | — | — | $671K | 1.7% | |
| Charles Schwab Small Cap Index | Other securities | — | — | $670K | 1.7% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $479K | 1.2% | |
| PIMCO Low Duration | Other securities | — | — | $457K | 1.2% | |
| Vanguard Explorer Growth | Other securities | — | — | $392K | 1.0% | |
| Invesco Oppenheimer Market | Other securities | — | — | $354K | 0.9% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $287K | 0.7% | |
| Oppenheimer International | Other securities | — | — | $278K | 0.7% | |
| participants' vested account balances - | Other securities | — | — | $191K | 0.5% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $111K | 0.3% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $25K | <0.1% | |
| Denver Collection, LLC Real estate partnership interest | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
