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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $2.4M | 12.2% | |
| American Century Investments Retirement Date 2045 IX | Other securities | — | — | $1.7M | 8.7% | |
| American Century Investments Retirement Date 2040 IX | Other securities | — | — | $1.7M | 8.3% | |
| American Century Investments Retirement Date 2030 IX | Other securities | — | — | $1.6M | 7.8% | |
| American Century Investments Retirement Date 2025 IX | Other securities | — | — | $1.5M | 7.7% | |
| JP Morgan Equity Income Fund R6 | Other securities | — | — | $1.2M | 6.0% | |
| Harbor Capital Investments Appreciation CIT Class R Fund | Common Collective Trusts | — | — | $1.1M | 5.5% | |
| iShares S&P 500 Index Fund ** 1 Collective trust funds American Century Investments In Retirement IX | Common Collective Trusts | — | — | $944K | 4.7% | |
| American Century Investments Retirement Date 2055 IX | Other securities | — | — | $709K | 3.6% | |
| American Century Investments Retirement Date 2035 IX | Other securities | — | — | $691K | 3.5% | |
| Hartford Schroders International Stock Fund Class | Other securities | — | — | $662K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $661K | 3.3% | |
| American Century Investments Retirement Date 2050 IX | Other securities | — | — | $638K | 3.2% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $605K | 3.0% | |
| Vanguard Information Technology Index Adm | Other securities | — | — | $560K | 2.8% | |
| BlackRock Health Sciences Opportunities Inst | Other securities | — | — | $506K | 2.5% | |
| * The Standard Stable Asset A | Guaranteed Income / GIC | — | — | $421K | 2.1% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $395K | 2.0% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $384K | 1.9% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $287K | 1.4% | |
| Vanguard Utilities Index Adm | Other securities | — | — | $248K | 1.2% | |
| Fidelity Mid Cap Index | Other securities | — | — | $214K | 1.1% | |
| T. Rowe Price Retirement Balanced Class I | Other securities | — | — | $130K | 0.7% | |
| Participant notes receivable * Participant Loans Interest Rate from 3.25% - 8.50% 0 | Bonds / Notes | — | — | $126K | 0.6% | |
| American Century Investments Retirement Date 2060 IX | Other securities | — | — | $109K | 0.5% | |
| Invesco Oppenheimer Discovery R6 | Other securities | — | — | $86K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund I | Other securities | — | — | $77K | 0.4% | |
| American Century Investments Retirement Date 2065 IX | Other securities | — | — | $63K | 0.3% | |
| MFS International New Discovery R6 | Other securities | — | — | $61K | 0.3% | |
| PIMCO Income Fund Institutional Class | Other securities | — | — | $59K | 0.3% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $52K | 0.3% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $21K | 0.1% | |
| JP Morgan Emerging Markets Equity R6 | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 42-1558009 | — | NONE | $0 | — |
