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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2055 Fund R4 96,593 mutual fund shares | Other securities | — | — | $2.0M | 15.0% | |
| MFS Lifetime 2050 Fund R4 62,026 mutual fund shares | Other securities | — | — | $1.4M | 11.1% | |
| MFS Lifetime 2040 Fund R4 66,219 mutual fund shares | Other securities | — | — | $1.3M | 10.0% | |
| MFS Lifetime 2045 Fund R4 54,220 mutual fund shares | Other securities | — | — | $1.1M | 8.1% | |
| MFS Lifetime 2035 Fund R4 53,245 mutual fund shares | Other securities | — | — | $937K | 7.2% | |
| MFS Lifetime 2025 Fund R4 68,995 mutual fund shares | Other securities | — | — | $897K | 6.9% | |
| Vanguard 500 Index Admiral 1,188 mutual fund shares | Other securities | — | — | $645K | 5.0% | |
| MFS Lifetime 2030 Fund R4 36,263 mutual fund shares | Other securities | — | — | $570K | 4.4% | |
| Pimco Real Return Fund I 47,369 mutual fund shares | Other securities | — | — | $472K | 3.6% | |
| MFS Growth Fund R4 2,087 mutual fund shares | Other securities | — | — | $406K | 3.1% | |
| Invesco Discovery Fund 3,003 mutual fund shares | Other securities | — | — | $377K | 2.9% | |
| DFA Emerging Markets Core Equity Portfolio 12,700 mutual fund shares | Other securities | — | — | $296K | 2.3% | |
| MFS Lifetime Income Fund R4 23,718 mutual fund shares | Other securities | — | — | $286K | 2.2% | |
| Prudential Global Total Return Q 51,251 mutual fund shares | Other securities | — | — | $260K | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 3,175 mutual fund shares | Other securities | — | — | $247K | 1.9% | |
| American Century Mid Cap Value R6 15,695 mutual fund shares | Other securities | — | — | $244K | 1.9% | |
| Fidelity Government Income Fund 23,049 mutual fund shares | Other securities | — | — | $207K | 1.6% | |
| Vanguard Equity Income Fund Admiral 2,312 mutual fund shares | Other securities | — | — | $204K | 1.6% | |
| Victory Sycamore Small Company Opportunity Fund R6 3,548 mutual fund shares | Other securities | — | — | $167K | 1.3% | |
| Columbia Overseas Value Fund Institutional 2 Class 11,409 mutual fund shares | Other securities | — | — | $119K | 0.9% | |
| MFS International Growth R4 2,756 mutual fund shares | Other securities | — | — | $114K | 0.9% | |
| Pioneer Bond K 13,807 mutual fund shares | Other securities | — | — | $113K | 0.9% | |
| Vanguard Small Cap Index Adm 742 mutual fund shares | Other securities | — | — | $85K | 0.7% | |
| Fidelity Advisor International Small Cap Fund Class Z 2,709 mutual fund shares | Other securities | — | — | $83K | 0.6% | |
| Prudential Global Real Estate Fund Z 51,251 mutual fund shares | Other securities | — | — | $77K | 0.6% | |
| Blackrock Systematic Multy Stgy Fd Instl Shs 7,333 mutual fund shares | Common Stock | — | — | $74K | 0.6% | |
| Standard Stable Asset Fund A 1,361 investment contract | Other securities | — | — | $47K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
