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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | NONE | $32K | — |
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 | — | — | $14.8M | 93.2% | |
| Vanguard 500 Index Admiral Pooled Separate Account | Other securities | — | — | $2.9M | 18.4% | |
| Vanguard Dev Mkts Idx Adm Pooled Separate Account | Other securities | — | — | $2.0M | 12.4% | |
| JHancock Bond R6 Pooled Separate Account | Other securities | — | — | $1.8M | 11.1% | |
| MFS Growth R6 Pooled Separate Account | Other securities | — | — | $1.5M | 9.5% | |
| Vanguard Target Retire 2045 Pooled Separate Account | Other securities | — | — | $1.1M | 7.0% | |
| Standard Stable Asset Fund II Insurance Contract | Other securities | — | — | $1.1M | 6.7% | |
| MFS Value R6 Pooled Separate Account | Other securities | — | — | $1.0M | 6.5% | |
| JPMorgan Mid Cap Growth R5 Pooled Separate Account | Other securities | — | — | $772K | 4.9% | |
| DFA US Small Cap I Pooled Separate Account | Other securities | — | — | $672K | 4.2% | |
| Vanguard Target Retire 2060 Pooled Separate Account | Other securities | — | — | $552K | 3.5% | |
| Vanguard Wellington Adm Pooled Separate Account | Other securities | — | — | $494K | 3.1% | |
| Vanguard Target Retire 2050 Pooled Separate Account | Other securities | — | — | $411K | 2.6% | |
| Allspring Specl MdCp Val Ins Pooled Separate Account | Other securities | — | — | $386K | 2.4% | |
| Vanguard Mid Cap Idx Adm Pooled Separate Account | Other securities | — | — | $288K | 1.8% | |
| Vanguard Target Retire 2055 Pooled Separate Account | Other securities | — | — | $253K | 1.6% | |
| Vanguard Target Retire 2065 Pooled Separate Account | Other securities | — | — | $210K | 1.3% | |
| Vanguard Target Retire 2030 Pooled Separate Account | Other securities | — | — | $148K | 0.9% | |
| MFS Intl Diversification R6 Pooled Separate Account | Other securities | — | — | $135K | 0.8% | |
| Vanguard Target Retire 2040 Pooled Separate Account | Other securities | — | — | $72K | 0.5% | |
| Vanguard Target Retire 2035 Pooled Separate Account | Other securities | — | — | $30K | 0.2% | |
| Vanguard Target Retire 2070 Pooled Separate Account | Other securities | — | — | $17K | 0.1% | |
| Vanguard Tot BdMktIdx Adm Pooled Separate Account | Other securities | — | — | $12K | <0.1% | |
| Participant Loans maturing through 2025 $0 | Participant loans | — | — | $11K | <0.1% | |
| Vanguard Target Retire 2025 Pooled Separate Account | Other securities | — | — | $10K | <0.1% | |
| DFA US Targeted Value I Pooled Separate Account | Other securities | — | — | $6K | <0.1% | |
| Cohen & Steers Instl Realty Pooled Separate Account | Other securities | — | — | $5K | <0.1% | |
| Invesco Discovery Y Pooled Separate Account | Other securities | — | — | $4K | <0.1% | |
| Vanguard Target Retire Incm Pooled Separate Account | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
