Marcia Stilwell signed Portland Opportunities Industrialization Center Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Portland Opportunities Industrialization Center Inc.'s EIN is 93-0593858.
Download the official 2024 Form 5500 (PDF) for Portland Opportunities Industrialization Center Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Portland Opportunities Industrialization Center Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $678 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.6M | 88.0% | |
| Nuveen Lifecycle Idx 2040 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $689K | 17.1% | |
| Nuveen Lifecycle Idx 2035 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $615K | 15.2% | |
| Nuveen Lifecycle Idx 2045 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $386K | 9.6% | |
| Nuveen Lifecycle Idx 2050 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $332K | 8.2% | |
| Nuveen Lifecycle Idx 2030 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $326K | 8.1% | |
| Nuveen Lifecycle Idx 2025 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $292K | 7.2% | |
| Nuveen Lifecycle Idx 2055 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $234K | 5.8% | |
| Nuveen Lifecycle Idx 2060 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $153K | 3.8% | |
| CREF Stock Shares of Registered Investment Companies | Mutual Funds | — | — | $139K | 3.5% | |
| TIAA Traditional Non-Benefit Responsive (GRA) Fixed Annuity Contract | Mutual Funds | — | — | $119K | 2.9% | |
| AB Small Cap Growth Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $118K | 2.9% | |
| Jpmorgan Large Cap Growth R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $103K | 2.6% | |
| CREF Growth Shares of Registered Investment Companies | Mutual Funds | — | — | $71K | 1.8% | |
| CREF Social Choice Shares of Registered Investment Companies 993 * CREF Global Equities Shares of Registered Investment Companies | Mutual Funds | — | — | $61K | 1.5% | |
| Vanguard Smcap Value Idx Adm Pooled Separate Accounts | Pooled Separate Accounts | — | — | $55K | 1.4% | |
| Nuveen Lifecycle Idx 2010 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $53K | 1.3% | |
| Amerfds New World R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $47K | 1.2% | |
| Nuveen Lifecycle Idx 2065 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $46K | 1.1% | |
| Blackrock Mid-Cap Gro Equity K Pooled Separate Accounts | Pooled Separate Accounts | — | — | $43K | 1.1% | |
| TIAA Real Estate Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 0.5% | |
| Nuveen Lifecycle Idx Inc Pooled Separate Accounts | Pooled Separate Accounts | — | — | $18K | 0.4% | |
| CREF Money Market Shares of Registered Investment Companies | Mutual Funds | — | — | $18K | 0.4% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14K | 0.4% | |
| Nuveen Lifecycle Idx 2015 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $11K | 0.3% | |
| TIAA Traditional Benefit Responsive (GSRA) Fixed Annuity Contract | Mutual Funds | — | — | $10K | 0.3% | |
| MFS Intl Diversification R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| Fidelity 500 Index Pooled Separate Accounts | Pooled Separate Accounts | — | — | $5K | 0.1% | |
| Amerfds new Perspective R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $5K | 0.1% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4K | 0.1% | |
| Nuveen Lifecycle Idx 2020 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Pgim High-Yield R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vanguard Midcap Value Idx Adm Pooled Separate Accounts | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Vanguard Equity-Income Adm Pooled Separate Accounts | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| AUL Stable Value Account Pooled Separate Accounts | Stable Value | — | — | $3K | <0.1% | |
| CREF Inflation-Linked Bond Shares of Registered Investment Companies 364 * CREF Core Bond Shares of Registered Investment Companies | Mutual Funds | — | — | $2K | <0.1% | |
| Dfa Infla-Prot Securities I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Adm Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Vanguard Balanced Index Adm Pooled Separate Accounts 165 * Vanguard Mid Cap Index Adm Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Victory Core Plus Int Bond R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| CREF Equity Index Shares of Registered Investment Companies | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
