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 | $32K | — |
| AMERIPRISE FINANCIAL SERVICES, INC. | 41-0973005 | — | NONE | $11K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 8 VOYA INTERMEDIATE BOND I | — | — | — | $514K |
| 21.5% |
| s 1 FIDELITY 500 INDEX FUND | Mutual Funds | — | — | $382K | 16.0% |
| 3 MFS INVESTMENT MFS INTERNATIONAL DIVERSIFICATION | — | — | — | $344K | 14.4% |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $250K | 10.5% |
| Participant Loans 3.25% - 8.50% Interest Rate - | Participant loans | — | — | $199K | 8.4% |
| 6 VANGUARD EQUITY-INCOME ADM | — | — | — | $197K | 8.3% |
| 2 JPMORGAN LARGE CAP GROWTH | — | — | — | $194K | 8.1% |
| 7 VANGUARD SMALL CAP INDEX ADM | — | — | — | $115K | 4.8% |
| 9 WELLS FARGO WELLS FARGO ADVANTAGE SPEC | — | — | — | $70K | 2.9% |
| 4 MFS INVESTMENT MFS MID CAP GROWTH R5 | — | — | — | $67K | 2.8% |
| 5 VANGUARD BALANCED INDEX ADM | — | — | — | $55K | 2.3% |
