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 | $58K | — |
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 | — | — | $9.9M | 92.6% |
| The Standard Insurance Company iShares S&P 500 Index K | — | — | — | $3.4M | 32.2% |
| The Standard Insurance Company JPMorgan Large Cap Growth | — | — | — | $977K | 9.2% |
| The Standard Insurance Company Voya Intermediate Bond I | — | — | — | $799K | 7.5% |
| The Standard Insurance Company Vanguard L S Mod Growth Inv | — | — | — | $742K | 7.0% |
| The Standard Insurance Company Vanguard Target Retir 2040 Inv | — | — | — | $537K | 5.0% |
| The Standard Insurance Company Federated Intl Equity IS | — | — | — | $532K | 5.0% |
| The Standard Insurance Company Vanguard Equity Income Adm | — | — | — | $490K | 4.6% |
| Fully benefit-responsive investment * The Standard Stable Asset Fund contract; 2.49% interest during 2024 | — | — | — | $484K | 4.5% |
| The Standard Insurance Company MFS Mid Cap Value R6 | — | — | — | $470K | 4.4% |
| The Standard Insurance Company Vanguard Target Retir 2030 Inv | — | — | — | $460K | 4.3% |
| Notes receivable from participants maturing through December 2040 | — | — | — | $302K | 2.8% |
| The Standard Insurance Company Vanguard Target Retir 2050 Inv | — | — | — | $289K | 2.7% |
| The Standard Insurance Company Janus Henderson Enterprise N | — | — | — | $249K | 2.3% |
| The Standard Insurance Company Vanguard Sm Cap Idx Adm | — | — | — | $184K | 1.7% |
| The Standard Insurance Company Vanguard Target Retir 2055 Inv | — | — | — | $171K | 1.6% |
| The Standard Insurance Company Vanguard L S Cons Growth Inv | — | — | — | $136K | 1.3% |
| The Standard Insurance Company Vanguard L S Growth Inv | — | — | — | $135K | 1.3% |
| The Standard Insurance Company DFA US Targeted Value I | — | — | — | $98K | 0.9% |
| The Standard Insurance Company Vanguard Target Retir 2020 Inv | — | — | — | $64K | 0.6% |
| The Standard Insurance Company Vanguard Target Retir 2060 Inv | — | — | — | $49K | 0.5% |
| The Standard Insurance Company Vanguard Target Retir 2035 Inv | — | — | — | $29K | 0.3% |
| The Standard Insurance Company Vanguard LifeStrategInc Inv | — | — | — | $22K | 0.2% |
| The Standard Insurance Company Vanguard Target Retir Incm | — | — | — | $2K | <0.1% |
