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 | $19K | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $15K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund I | — | — | — | $700K | 14.6% | |
| Vanguard Target Retirement 2040 Fund I | — | — | — | $567K | 11.9% | |
| Vanguard Target Retirement 2050 Fund I | — | — | — | $416K | 8.7% | |
| Standard Insurance Company Insurance Contract | — | — | — | $387K | 8.1% |
| Vanguard Target Retirement 2035 Fund I | — | — | — | $380K | 7.9% |
| Vanguard 500 Index Fund Admiral | — | — | — | $366K | 7.6% |
| Vanguard Target Retirement 2030 Fund I | — | — | — | $255K | 5.3% |
| Vanguard Target Retirement 2025 Fund I | — | — | — | $250K | 5.2% |
| Vanguard Target Retirement 2055 Inv | — | — | — | $210K | 4.4% |
| Vanguard Total International Stock Index Admiral | — | — | — | $195K | 4.1% |
| Vanguard Target Retirement Income Inv | — | — | — | $148K | 3.1% |
| American Funds American Funds Century Ultra R6 | — | — | — | $147K | 3.1% |
| Vanguard Target Retirement 2060 Inv | — | — | — | $143K | 3.0% |
| American Funds American Funds Washington Mutual R6 | — | — | — | $124K | 2.6% |
| Vanguard Total Bond Market Index Admiral | — | — | — | $115K | 2.4% |
| American Funds American Funds New Perspective R6 | — | — | — | $103K | 2.2% |
| Vanguard Real Estate Index Admiral 895 Vanguard Small Cap Index Admiral | — | — | — | $72K | 1.5% |
| Vanguard Mid Cap Growth Index Fund Admiral | — | — | — | $65K | 1.4% |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $43K | 0.9% |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $41K | 0.9% |
| Vanguard Target Retirement 2020 Fund I | — | — | — | $30K | 0.6% |
| Vanguard Energy Index Admiral | — | — | — | $23K | 0.5% |
| T Rowe Price T Rowe Price Health Sciences FD | — | — | — | $2K | <0.1% |
