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 | $38K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $12K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Investments AM Cent One Choice 2060 R6 | — | — | — | $1.1M | 15.2% | |
| American Century Investments AM Cent One Choice 2045 R6 | — | — | — | $894K | 12.7% | |
| American Century Investments AM Cent One Choice 2030 R6 | — |
| — |
| — |
| $812K |
| 11.6% |
| American Century Investments AM Cent One Choice 2035 R6 | — | — | — | $772K | 11.0% |
| American Century Investments AM Cent One Choice 2055 R6 | — | — | — | $659K | 9.4% |
| American Century Investments AM Cent One Choice 2040 R6 | — | — | — | $585K | 8.3% |
| Participant loans Interest rates ranging from 3.25% to 8.50%, collateralized $ 0 | Participant loans | — | — | $578K | 8.2% |
| American Century Investments AM Cent One Choice 2025 R6 | — | — | — | $531K | 7.6% |
| American Century Investments AM Cent One Choice In Ret R6 | — | — | — | $457K | 6.5% |
| American Century Investments AM Cent One Choice 2050 R6 | — | — | — | $306K | 4.4% |
| American Funds American Funds AM Bal R6 | — | — | — | $106K | 1.5% |
