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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBC WEALTH MANAGEMENT | 35-2612874 | — | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $11.6M | 79.0% | |
| Vanguard 500 Index Admiral Fund " | Other securities | — | — | $1.8M | 12.5% | |
| Dodge & Cox Income I Fund " | Other securities | — | — | $1.6M | 10.9% | |
| DFA International Core Equity I Fund " | Other securities | — | — | $1.5M | 9.9% | |
| JP Morgan Large Cap Growth R6 Fund " | Other securities | — | — | $1.4M | 9.2% | |
| Brokerage Account Self-directed brokerage account | Other securities | — | — | $1.2M | 8.1% | |
| MFS Value R6 Fund " | Other securities | — | — | $819K | 5.6% | |
| T. Rowe Price Mid-Cap Growth I Fund " | Other securities | — | — | $652K | 4.4% | |
| Vanguard Explorer Admiral Fund " | Other securities | — | — | $591K | 4.0% | |
| Allspring Special Mid Cap Value Ins Fund " | Other securities | — | — | $521K | 3.5% | |
| Columbia Mid Cap Index Instl 2 Fund " | Other securities | — | — | $340K | 2.3% | |
| Hood River Small-Cap Growth Retirement Fund " | Other securities | — | — | $337K | 2.3% | |
| Janus Henderson Global Life Sciences I Fund " | Other securities | — | — | $307K | 2.1% | |
| Vanguard Wellington Admiral Fund Pooled separate account | Other securities | — | — | $299K | 2.0% | |
| Vanguard Small Cap Value Index Admiral Fund " | Other securities | — | — | $146K | 1.0% | |
| JPMorgan Equity Income R6 Fund " | Other securities | — | — | $138K | 0.9% | |
| DFA US Small Cap I Fund " | Other securities | — | — | $27K | 0.2% | |
| JP Morgan US Equity R6 Fund " | 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.
