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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vang Life Strategy Mod Growth Large Cap | Other securities | — | — | $1.5M | 24.2% | |
| Ishares S&P 500 Index K Large Cap | Other securities | — | — | $752K | 12.1% | |
| Pgim Total Ret bond Z Bond | U.S. Treasuries | — | — | $543K | 8.7% | |
| Standard Stable Asset A - with Charles Schwab General Account Investment | Other securities | — | — | $441K | 7.1% | |
| Jpmorgan Large Cap Growth R6 Large Cap | Other securities | — | — | $384K | 6.2% | |
| Fidelity International index Large Cap | Other securities | — | — | $296K | 4.8% | |
| Vanguard Target Retire 2030 Large Cap | Other securities | — | — | $277K | 4.5% | |
| Vanguard Equity-Income Large Cap | Other securities | — | — | $244K | 3.9% | |
| Vanguard Target Retire 2045 Large Cap | Other securities | — | — | $214K | 3.5% | |
| Vanguard Target Retire 2035 Large Cap | Other securities | — | — | $206K | 3.3% | |
| Vanguard Target Retire 2025 Large Cap | Other securities | — | — | $181K | 2.9% | |
| Mfs Mid Cap Value R6 Mid Cap | Other securities | — | — | $140K | 2.2% | |
| Participant Loans maturities through 2029 | Participant loans | — | — | $118K | 1.9% | |
| Schwab Small Cap Index Small Cap | Other securities | — | — | $115K | 1.8% | |
| SEPARATE ACCOUNT 11 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $87K | 1.4% | |
| Vanguard Target Retire 2055 Large Cap | Other securities | — | — | $81K | 1.3% | |
| Vanguard Target Retire 2040 Large Cap | Other securities | — | — | $76K | 1.2% | |
| Vanguard Target Retire 2060 Large Cap | Other securities | — | — | $62K | 1.0% | |
| Jpmorgan Mid Cap Growth R6 Mid Cap | Other securities | — | — | $61K | 1.0% | |
| Vanguard Large Cap | Other securities | — | — | $57K | 0.9% | |
| Vanguard Realstate IDX ADM Real Estate | Other securities | — | — | $52K | 0.8% | |
| Party Maturity Value Cost Value Ab Small Cap Growth Z Small Cap | Other securities | — | — | $43K | 0.7% | |
| Vanguard Intterm treas ADM Bond | Other securities | — | — | $42K | 0.7% | |
| Vang Life Strategy Consgrowth Large Cap | Other securities | — | — | $42K | 0.7% | |
| Vanguard Inf Prot Secadmiral Bond | Other securities | — | — | $41K | 0.7% | |
| Empower - General Account Investment | Other securities | — | — | $35K | 0.6% | |
| Vanguard Target Retire 2050 Large Cap | Other securities | — | — | $32K | 0.5% | |
| Janus Henderson Gbllifesci I Large Cap | Other securities | — | — | $27K | 0.4% | |
| lnvsco American Franchise A Large Cap | Other securities | — | — | $25K | 0.4% | |
| Va Nguard Targetretire 2020 Large Cap | Other securities | — | — | $23K | 0.4% | |
| American Fundseuropac Growth R6 Large Cap | Other securities | — | — | $19K | 0.3% | |
| Blackrock Lifepath Dyn 2045 Investor A Asset Allocation/Balanced | Other securities | — | — | $17K | 0.3% | |
| Blackrock Lifepath Dyn 2055 Investor A Asset Allocation/Balanced | Other securities | — | — | $8K | 0.1% | |
| Blackrock Lifepath Dyn 2035 Investor A Asset Allocation/Balanced | Other securities | — | — | $8K | 0.1% | |
| Vanguard Life Strategy Growth Large Cap | Other securities | — | — | $8K | 0.1% | |
| T. Rowe Price Growth Stock R Large Cap | Other securities | — | — | $7K | 0.1% | |
| Franklingold & prcsmetals RE 6 Small Cap | Other securities | — | — | $6K | <0.1% | |
| Russell Lifepoints Bal Strat R1 Asset Allocation/Balanced | Other securities | — | — | $5K | <0.1% | |
| Invesco Gold & Special Minerals A Specialty | Other securities | — | — | $4K | <0.1% | |
| Invesco Eqv Int'L Equity Fund A Small Cap | Other securities | — | — | $4K | <0.1% | |
| Empower - Forfeiture General Account Investment | Other securities | — | — | $3K | <0.1% | |
| Blackrock Equity Dividend Inv A Large Cap | Other securities | — | — | $3K | <0.1% | |
| American Funds American Mutual R3 Large Cap | Other securities | — | — | $3K | <0.1% | |
| Mfs Research International R3 International/Global | Other securities | — | — | $3K | <0.1% | |
| JPMorgan Core Bond A Bond | 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.
