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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | NONE | $17K | — |
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 | — | — | $7.7M | 88.3% | |
| JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $1.1M | 12.8% | |
| American Funds International Growth and Inc R6 | Mutual Funds | — | — | $902K | 10.3% | |
| John Hancock Investment Grade Bond R6 | Other securities | — | — | $806K | 9.2% | |
| Fixed annuity contract * Minnesota Life Guaranteed Return Account | Other securities | — | — | $672K | 7.7% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $626K | 7.2% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $500K | 5.7% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $430K | 4.9% | |
| Janus Henderson Enterprise I | Mutual Funds | — | — | $380K | 4.3% | |
| Columbia Large Cap Growth Inst | Other securities | — | — | $328K | 3.8% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $314K | 3.6% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $241K | 2.8% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $219K | 2.5% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $208K | 2.4% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $202K | 2.3% | |
| Vanguard Strategic Small Cap Equity Inv | Mutual Funds | — | — | $163K | 1.9% | |
| Participant loans Interest rates at 4.25% - 10.50% | Bonds / Notes | — | — | $148K | 1.7% | |
| Blackrock Inflation Protected Bond Inst | Other securities | — | — | $148K | 1.7% | |
| AB Global Bond Adv | Other securities | — | — | $131K | 1.5% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $115K | 1.3% | |
| Great-West Mid Cap Value Instl | Other securities | — | — | $103K | 1.2% | |
| MFS Global Real Estate R3 | Mutual Funds | — | — | $100K | 1.1% | |
| DFA US Targeted Value Port | Mutual Funds | — | — | $90K | 1.0% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $85K | 1.0% | |
| Columbia High Yield Bond Inst | Other securities | — | — | $80K | 0.9% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $73K | 0.8% | |
| Franklin Small Cap Growth Adv | Mutual Funds | — | — | $73K | 0.8% | |
| Pioneer Strategic Income Y | Other securities | — | — | $68K | 0.8% | |
| Vanguard Materials Index Adm | Mutual Funds | — | — | $49K | 0.6% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $28K | 0.3% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
