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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual fund n/a | Other securities | — | — | $17.0M | 26.3% | |
| Mainstay Winslow Large Cap Gwth RI Mutual fund n/a | Other securities | — | — | $9.5M | 14.7% | |
| Personal Choice Retirement Account Personal choice account n/a | Other securities | — | — | $5.6M | 8.6% | |
| Dodge & Cox Income F Mutual fund n/a | Other securities | — | — | $4.7M | 7.3% | |
| JPmorgan Equity Income R6 Mutual fund n/a | Other securities | — | — | $4.4M | 6.8% | |
| Galliard Managed Income Fd D Mutual fund n/a | Other securities | — | — | $3.9M | 6.0% | |
| Goldman Sachs Intl Eqty Insights I Mutual fund n/a | Other securities | — | — | $3.8M | 5.9% | |
| JPmorgan Mid Cap Growth I Mutual fund n/a | Other securities | — | — | $3.3M | 5.2% | |
| Vanguard Balanced Index Fd Admiral Mutual fund n/a | Other securities | — | — | $2.7M | 4.2% | |
| Vanguard Small Cap Index Admiral Sh Mutual fund n/a | Other securities | — | — | $2.3M | 3.5% | |
| MFS Mid Cap Growth Cl R3 Mutual fund n/a | Other securities | — | — | $1.3M | 2.1% | |
| Allspring Special Mid Cap Val Fd A Mutual fund n/a | Other securities | — | — | $1.2M | 1.8% | |
| Hood River Small Cap Growth Inv Mutual fund n/a | Other securities | — | — | $1.1M | 1.6% | |
| American Funds Europacific Growth R6 Mutual fund n/a | Other securities | — | — | $660K | 1.0% | |
| DFA US Targeted Value Port Instl Mutual fund n/a | Other securities | — | — | $656K | 1.0% | |
| Notes receivable from participants 21 loans - 4.25% to 9.5% n/a | Bonds / Notes | — | — | $432K | 0.7% | |
| Fidelity Mid Cap Index Mutual fund n/a | Other securities | — | — | $245K | 0.4% | |
| Vanguard Emrg Mkts Stk Index Fd Adm Mutual fund n/a | Other securities | — | — | $194K | 0.3% | |
| Pimco Real Return Fd Instl Mutual fund n/a | Other securities | — | — | $191K | 0.3% | |
| MFS Intl Diversification Cl R3 Mutual fund n/a | Other securities | — | — | $112K | 0.2% | |
| GALLIARD RETIREMENT INCOME FUND WILMINGTON TRUST RETIREMENT & INSTITUTIONAL SERVICES CO · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
