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 | PORTLAND, OR | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| similar party par, or maturity value Cost Value Nuveen Lifecycle Index 2035 Fund R6 Mutual Funds | Other securities | — | — | $3.7M | 25.3% | |
| Self-directed brokerage account Schwab Personal Choice Retirement Account | Other securities | — | — | $2.6M | 17.8% | |
| Nuveen Lifecycle Index 2045 Fund R6 Mutual Funds | Other securities | — | — | $1.8M | 12.3% | |
| Nuveen Lifecycle Index 2030 Fund R6 Mutual Funds | Other securities | — | — | $1.3M | 9.1% | |
| Nuveen Lifecycle Index 2040 Fund R6 Mutual Funds | Other securities | — | — | $1.1M | 7.6% | |
| Nuveen Lifecycle Index 2050 Fund R6 Mutual Funds | Other securities | — | — | $786K | 5.3% | |
| Schwab Government Money Fund Investor Shares Mutual Funds | Other securities | — | — | $773K | 5.2% | |
| Nuveen Lifecycle Index 2015 Fund R6 Mutual Funds | Other securities | — | — | $545K | 3.7% | |
| Nuveen Lifecycle Index 2025 Fund R6 Mutual Funds | Other securities | — | — | $406K | 2.7% | |
| Nuveen Lifecycle Index 2055 Fund R6 Mutual Funds | Other securities | — | — | $325K | 2.2% | |
| Nuveen Lifecycle Index 2020 Fund R6 Mutual Funds | Other securities | — | — | $244K | 1.7% | |
| Nuveen Lifecycle Index 2060 Fund R6 Mutual Funds | Other securities | — | — | $233K | 1.6% | |
| Nuveen Lifecycle Index 2065 Fund R6 Mutual Funds | Other securities | — | — | $137K | 0.9% | |
| maturing through October 2029 -0- | Other securities | — | — | $71K | 0.5% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Funds | Other securities | — | — | $53K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Funds | Other securities | — | — | $7K | <0.1% | |
| Fidelity International Index Fund Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Large-Cap Growth Fund I Class Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| JP Morgan Equity Income R6 Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Funds | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
