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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $853K | 20.2% | |
| American Funds 2030 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $592K | 14.0% | |
| American Funds 2045 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $484K | 11.5% | |
| American Funds 2035 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $478K | 11.3% | |
| American Funds 2065 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $283K | 6.7% | |
| American Funds 2055 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $256K | 6.1% | |
| American Funds 2060 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $246K | 5.8% | |
| Vanguard Info Tech Idx Adm Mutual Fund N/A | Other securities | — | — | $156K | 3.7% | |
| American Funds 2040 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $129K | 3.1% | |
| Notes receivable from participants Maturing 2025‐2029 at interest rates of 4.25% ‐ 8.50% ‐ | Bonds / Notes | — | — | $121K | 2.9% | |
| Fidelity 500 Index Mutual Fund N/A | Other securities | — | — | $103K | 2.4% | |
| Nuveen Large Cap Gr Idx R6 Mutual Fund N/A | Other securities | — | — | $94K | 2.2% | |
| American Funds 2025 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $87K | 2.1% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Other securities | — | — | $77K | 1.8% | |
| BlackRock Health Sci Opps K Mutual Fund N/A | Other securities | — | — | $55K | 1.3% | |
| American Cent Mid Cap Val R6 Mutual Fund N/A | Other securities | — | — | $30K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund N/A | Other securities | — | — | $27K | 0.6% | |
| American Funds New Perspctv R6 Mutual Fund N/A | Other securities | — | — | $21K | 0.5% | |
| American Funds 2020 Tgt Ret R6 Mutual Fund N/A | Other securities | — | — | $20K | 0.5% | |
| Fidelity Infl‐Prot Bd Index Mutual Fund N/A | Other securities | — | — | $18K | 0.4% | |
| MFS Intl Diversification R6 Mutual Fund N/A | Other securities | — | — | $16K | 0.4% | |
| Nuveen Large Cap Val Idx R6 Mutual Fund N/A | Other securities | — | — | $14K | 0.3% | |
| Vanguard Sm Cap Grth Idx Adm Mutual Fund N/A | Other securities | — | — | $14K | 0.3% | |
| Standard Stable Asset D Guaranteed Investment Contract N/A | Stable Value | — | — | $14K | 0.3% | |
| Fidelity Real Est Idx Instl Mutual Fund N/A | Other securities | — | — | $13K | 0.3% | |
| Fidelity Emerging MktsIndex Mutual Fund N/A | Other securities | — | — | $11K | 0.3% | |
| Vanguard Sm Cap Val Idx Adm Mutual Fund N/A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
