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 |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | NONE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $39.4M | 98.3% | |
| Principal LifeTime Hybrid 2035 Instl Pooled Separate Account | Other securities | — | — | $4.8M | 11.9% | |
| Principal LifeTime Hybrid 2040 Instl Pooled Separate Account | Other securities | — | — | $3.4M | 8.6% | |
| Vanguard 500 Index Admiral Pooled Separate Account | Other securities | — | — | $3.2M | 7.9% | |
| Principal LifeTime Hybrid 2045 Instl Pooled Separate Account | Other securities | — | — | $3.2M | 7.9% | |
| Principal LifeTime Hybrid 2050 Instl Pooled Separate Account | Other securities | — | — | $2.8M | 7.0% | |
| Principal LifeTime Hybrid 2025 Instl Pooled Separate Account | Other securities | — | — | $2.6M | 6.4% | |
| Morley Stable Value Fund Stable Value Fund | Other securities | — | — | $2.4M | 6.0% | |
| JPMorgan Large Cap Growth Pooled Separate Account | Other securities | — | — | $2.3M | 5.7% | |
| Principal LifeTime Hybrid 2020 Instl Pooled Separate Account | Other securities | — | — | $2.2M | 5.5% | |
| Principal LifeTime Hybrid 2030 Instl Pooled Separate Account | Other securities | — | — | $1.9M | 4.7% | |
| Principal LifeTime Hybrid 2055 Instl Pooled Separate Account | Other securities | — | — | $1.3M | 3.3% | |
| Principal LifeTime Hybrid 2015 Instl Pooled Separate Account | Other securities | — | — | $882K | 2.2% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | Other securities | — | — | $854K | 2.1% | |
| Fidelity® Blue Chip Growth Pooled Separate Account | Other securities | — | — | $816K | 2.0% | |
| Columbia Dividend Income Adv Pooled Separate Account | Other securities | — | — | $758K | 1.9% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | Other securities | — | — | $704K | 1.8% | |
| Loomis Sayles Invstm Gr Bd Adm Pooled Separate Account | Other securities | — | — | $643K | 1.6% | |
| Participant Loans Various maturity dates through 2052; interest rates ranging from 4.5% to 10.5% | Bonds / Notes | — | — | $628K | 1.6% | |
| Principal LifeTime Hybrid 2060 Instl Pooled Separate Account | Other securities | — | — | $612K | 1.5% | |
| Vanguard Interm-Term Bond Index Adm Pooled Separate Account | Other securities | — | — | $594K | 1.5% | |
| PIMCO Income Instl Pooled Separate Account | Other securities | — | — | $567K | 1.4% | |
| American Funds New World R6 Pooled Separate Account | Other securities | — | — | $472K | 1.2% | |
| JPMorgan Mid Cap Growth Pooled Separate Account | Other securities | — | — | $469K | 1.2% | |
| Allspring Small Company Value Pooled Separate Account | Other securities | — | — | $396K | 1.0% | |
| Victory Sycamore Established Value Pooled Separate Account | Other securities | — | — | $367K | 0.9% | |
| Vanguard Developed Markets Index Admiral Pooled Separate Account | Other securities | — | — | $254K | 0.6% | |
| Cohen & Steers Instl Realty Shares Pooled Separate Account | Other securities | — | — | $252K | 0.6% | |
| Putnam International Value Y Pooled Separate Account | Other securities | — | — | $233K | 0.6% | |
| Manning & Napier Rainier Intl Discv Pooled Separate Account | Other securities | — | — | $190K | 0.5% | |
| Principal SmallCap Growth I Instl Pooled Separate Account | Other securities | — | — | $178K | 0.4% | |
| Principal LifeTime Hybrid 2065 Instl Pooled Separate Account | Other securities | — | — | $130K | 0.3% | |
| Principal LifeTime Hybrid Income Instl Pooled Separate Account | Other securities | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.