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 | $30K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $19K | — |
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 |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account |
| — |
| — |
| $4.0M |
| 80.2% |
| Group Annuity Contract * Standard Insurance Company Stable Asset Fund II | — | — | — | $801K | 16.0% |
| Standard Insurance Company Vanguard Target Retir 2035 Inv | — | — | — | $567K | 11.4% |
| Standard Insurance Company JPMorgan US Equity R6 | — | — | — | $464K | 9.3% |
| Standard Insurance Company JPMorgan Large Cap Growth R6 | — | — | — | $397K | 8.0% |
| Standard Insurance Company Hartford Intl Opportun Y | — | — | — | $306K | 6.1% |
| Standard Insurance Company Vanguard Info Tech Idx Adm DC | — | — | — | $302K | 6.0% |
| Standard Insurance Company Fidelity Adv Total Bond I | — | — | — | $284K | 5.7% |
| through December 2029 - | — | — | — | $190K | 3.8% |
| Standard Insurance Company Vanguard Target Retir 2045 Inv | — | — | — | $178K | 3.6% |
| Standard Insurance Company Vanguard Target Retir 2060 Inv | — | — | — | $178K | 3.6% |
| Standard Insurance Company JPMorgan Equity Income R6 | — | — | — | $165K | 3.3% |
| Standard Insurance Company Vanguard Target Retir 2040 Inv | — | — | — | $157K | 3.1% |
| Standard Insurance Company Vanguard Target Retir 2025 Inv | — | — | — | $149K | 3.0% |
| Standard Insurance Company Vanguard Target Retir 2050 Inv | — | — | — | $139K | 2.8% |
| Standard Insurance Company Vanguard Wellington Adm | — | — | — | $120K | 2.4% |
| Standard Insurance Company Vanguard Target Retir 2030 Inv | — | — | — | $113K | 2.3% |
| Standard Insurance Company Vanguard Sm Cap Idx Adm | — | — | — | $103K | 2.1% |
| Standard Insurance Company Vanguard Target Retir 2055 Inv | — | — | — | $87K | 1.7% |
| Standard Insurance Company Carillon Eagle MC Growth R6 | — | — | — | $75K | 1.5% |
| s * Standard Insurance Company Allspring Special Mid Cap Value Inst | Pooled Separate Accounts | — | — | $61K | 1.2% |
| Standard Insurance Company Vanguard Mid Cap Idx Adm | — | — | — | $51K | 1.0% |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $43K | 0.9% |
| Standard Insurance Company DFA US Targeted Value I | — | — | — | $26K | 0.5% |
| Standard Insurance Company T.Rowe Price Health Sci | — | — | — | $24K | 0.5% |
| Standard Insurance Company Vanguard Target Retir Incm ** 24 * Standard Insurance Company Vanguard Target Retir 2020 Inv | — | — | — | $15K | 0.3% |
| Standard Insurance Company Vanguard Sm Cap Gr Idx Adm | — | — | — | $1K | <0.1% |
