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 | $33K | — |
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 | — | — | $2.0M | 96.4% |
| Standard Insurance Company Vanguard Equity Income Admiral | — | — | — | $310K | 14.6% |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $208K | 9.8% |
| Standard Insurance Company Allspring Special Mid Cap Value | — | — | — | $198K | 9.3% |
| Standard Insurance Company Vanguard Target Retirement 2040 Fund | — | — | — | $181K | 8.5% |
| Standard Insurance Company Vanguard Target Retirement 2035 Fund | — | — | — | $161K | 7.6% |
| Standard Insurance Company Vanguard Target Retirement 2045 Fund | — | — | — | $128K | 6.0% |
| Standard Insurance Company Vanguard Growth Index Admiral | — | — | — | $110K | 5.2% |
| Standard Insurance Company Vanguard Target Retirement 2025 Fund | — | — | — | $103K | 4.8% |
| Standard Insurance Company Columbia Mid Cap Index | — | — | — | $93K | 4.4% |
| Standard Insurance Company MFS Intl Diversification R6 677 * Standard Insurance Company Vanguard Developed Markets Index Fund | — | — | — | $90K | 4.2% |
| Standard Insurance Company Standard Stable Asset A | — | — | — | $77K | 3.6% |
| Standard Insurance Company DFA US Small Cap I | — | — | — | $69K | 3.2% |
| Standard Insurance Company Vanguard Target Retirement 2050 Fund | — | — | — | $63K | 3.0% |
| Standard Insurance Company Vanguard Target Retirement 2060 Fund | — | — | — | $58K | 2.7% |
| Standard Insurance Company Vanguard Interm-Term Treasury Admiral 689 * Standard Insurance Company Vanguard Interm-Term Bond Index | — | — | — | $52K | 2.4% |
| Standard Insurance Company Vanguard Target Retirement 2055 Fund | — | — | — | $44K | 2.1% |
| Standard Insurance Company Vanguard Target Retirement 2030 Fund | — | — | — | $38K | 1.8% |
| Standard Insurance Company Hood River Small-Cap Growth Retirement | — | — | — | $38K | 1.8% |
| Standard Insurance Company Vanguard Wellington Admiral | — | — | — | $37K | 1.7% |
| Standard Insurance Company Vanguard Target Retirement 2020 Fund | — | — | — | $21K | 1.0% |
| Standard Insurance Company Vanguard Target Retirement Income Fund | — | — | — | $20K | 0.9% |
| Standard Insurance Company Janus Henderson Enterprise N | — | — | — | $11K | 0.5% |
| Standard Insurance Company Vanguard Target Retirement 2065 Fund | — | — | — | $9K | 0.4% |
| Standard Insurance Company Vanguard Small Cap Value Index | — | — | — | $3K | 0.1% |