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 | $100K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $21.5M | 70.4% | |
| Reliance Advisory Trust INVLC Portfolio Collective Trust | Common Collective Trusts | — | — | $7.4M | 24.0% | |
| Reliance Advisory Trust INV80 Portfolio Collective Trust | Common Collective Trusts | — | — | $3.0M | 9.9% | |
| Reliance Advisory Trust INVSM Portfolio Collective Trust | Common Collective Trusts | — | — | $2.7M | 9.0% | |
| Reliance Advisory Trust INV60 Portfolio Collective Trust | Common Collective Trusts | — | — | $2.5M | 8.1% | |
| Vanguard 500 Index Admiral Registered Investment Company | Other securities | — | — | $2.2M | 7.3% | |
| Vanguard Growth Index ADM Registered Investment Company | Other securities | — | — | $1.9M | 6.1% | |
| Reliance Advisory Trust INVIE Portfolio Collective Trust | Common Collective Trusts | — | — | $1.4M | 4.5% | |
| Reliance Advisory Trust INV99 Portfolio Collective Trust | Common Collective Trusts | — | — | $1.4M | 4.4% | |
| Reliance Advisory Trust INV40 Portfolio Collective Trust | Common Collective Trusts | — | — | $1.3M | 4.3% | |
| Vanguard Balanced Index ADM Registered Investment Company | Other securities | — | — | $1.2M | 4.0% | |
| Standard Insurance Company ended December 31, 2024 | Other securities | — | — | $1.2M | 3.9% | |
| Reliance Advisory Trust INVFI Collective Trust | Common Collective Trusts | — | — | $987K | 3.2% | |
| Vanguard Equity-Income ADM Registered Investment Company | Other securities | — | — | $667K | 2.2% | |
| American Funds EuroPacific GR R6 Registered Investment Company | Other securities | — | — | $519K | 1.7% | |
| Reliance Advisory Trust INV00 Portfolio Collective Trust | Common Collective Trusts | — | — | $478K | 1.6% | |
| maturing through June 2039 --- | Other securities | — | — | $478K | 1.6% | |
| Reliance Advisory Trust INV70 Portfolio Collective Trust | Common Collective Trusts | — | — | $295K | 1.0% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | Other securities | — | — | $271K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral Registered Investment Company | Other securities | — | — | $239K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | Other securities | — | — | $214K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | Other securities | — | — | $191K | 0.6% | |
| Reliance Advisory Trust INV20 Portfolio Collective Trust | Common Collective Trusts | — | — | $115K | 0.4% | |
| Reliance Advisory Trust INV50 Portfolio Collective Trust | Common Collective Trusts | — | — | $38K | 0.1% | |
| Metropolitan West Total Return Bond I Registered Investment Company | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
