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 | $112K | — |
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 |
| — |
| — |
| $17.9M |
| 92.2% |
| Standard Insurance Company Dodge & Cox Income I | — | — | — | $1.4M | 7.4% |
| Standard Insurance Company JP Morgan US Equity | — | — | — | $1.4M | 7.1% |
| Standard Insurance Company MFS Intl Diversification | — | — | — | $1.3M | 6.8% |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $1.3M | 6.5% |
| Investment Contract * Standard Insurance Company Stable Asset Fund II | — | — | — | $1.2M | 6.2% |
| Standard Insurance Company Vanguard Equity Income Adm | — | — | — | $882K | 4.5% |
| Standard Insurance Company T. Rowe Price Retirement 2035 I | — | — | — | $868K | 4.5% |
| Standard Insurance Company T. Rowe Price Retirement 2030 I | — | — | — | $861K | 4.4% |
| Standard Insurance Company Vanguard Wellington Adm | — | — | — | $846K | 4.3% |
| Standard Insurance Company T. Rowe Price Retirement 2045 I | — | — | — | $820K | 4.2% |
| Standard Insurance Company T. Rowe Price Retirement 2040 I | — | — | — | $755K | 3.9% |
| Standard Insurance Company American Century Ultra R6 | — | — | — | $714K | 3.7% |
| Standard Insurance Company T. Rowe Price Retirement 2060 I | — | — | — | $662K | 3.4% |
| Standard Insurance Company T. Rowe Price Retirement 2055 I | — | — | — | $624K | 3.2% |
| Standard Insurance Company JP Morgan Large Cap Growth | — | — | — | $619K | 3.2% |
| Standard Insurance Company T. Rowe Price Retirement 2025 I | — | — | — | $508K | 2.6% |
| Standard Insurance Company T. Rowe Price Retirement 2050 I | — | — | — | $491K | 2.5% |
| Standard Insurance Company Hood River Small Cap Gr Ret | — | — | — | $463K | 2.4% |
| Standard Insurance Company T. Rowe Price Comm & Tech | — | — | — | $386K | 2.0% |
| Standard Insurance Company MFS Mid Cap Growth | — | — | — | $359K | 1.8% |
| Standard Insurance Company Allianzgi Technology Inst | — | — | — | $331K | 1.7% |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 3.25% - 8.50% | — | — | — | $315K | 1.6% |
| Standard Insurance Company JPMorgan Mid Cap Growth | — | — | — | $308K | 1.6% |
| Standard Insurance Company Nuveen Mid Cap Value | — | — | — | $242K | 1.2% |
| Standard Insurance Company Vanguard Sm Cap Index Adm | — | — | — | $216K | 1.1% |
| Standard Insurance Company T. Rowe Price Mid-Cap Val I | — | — | — | $184K | 0.9% |
| Standard Insurance Company T. Rowe Price Retirement 2065 I | — | — | — | $181K | 0.9% |
| Standard Insurance Company Columbia Mid Cap Index Instl | — | — | — | $141K | 0.7% |
| Standard Insurance Company Franklin Small Cap Value | — | — | — | $113K | 0.6% |
| Standard Insurance Company JP Morgan Equity Income | — | — | — | $109K | 0.6% |
| Standard Insurance Company Cohen & Steers Instl Realty | — | — | — | $105K | 0.5% |
| Standard Insurance Company T. Rowe Price Retirement 2020 I | — | — | — | $104K | 0.5% |
| Standard Insurance Company Columbia Cont Core Instl | — | — | — | $101K | 0.5% |
| Standard Insurance Company T. Rowe Price Health Science | — | — | — | $93K | 0.5% |
| Standard Insurance Company T. Rowe Price Retirement 2015 I | — | — | — | $83K | 0.4% |
| Standard Insurance Company Vanguard Energy Index & Adm | — | — | — | $81K | 0.4% |
| Standard Insurance Company Carillon Eagle MC Growth | — | — | — | $69K | 0.4% |
| Standard Insurance Company DFA US Targeted | — | — | — | $47K | 0.2% |
| Standard Insurance Company Vanguard Materials Idx Adm | — | — | — | $44K | 0.2% |
| Standard Insurance Company Fidelity Advisor Intl SC 1 | — | — | — | $40K | 0.2% |
| Standard Insurance Company Allspring Mid Cap Val Ins | — | — | — | $26K | 0.1% |
| Standard Insurance Company VOYA Small Cap Growth | — | — | — | $25K | 0.1% |
| Standard Insurance Company Fidelity Mid Cap Index | — | — | — | $13K | <0.1% |
| Standard Insurance Company Hartford SCHR Intl STK SDR | — | — | — | $12K | <0.1% |
| Standard Insurance Company Invesco Gold & Special Minerals | — | — | — | $5K | <0.1% |
| s * Standard Insurance Company American Century Inflation Adj | Pooled Separate Accounts | — | — | $3K | <0.1% |
| Standard Insurance Company Voya Multi-Mgr Intl Small Cap I | — | — | — | $3K | <0.1% |
