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 | $269K | — |
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 |
| — |
| — |
| $50.8M |
| 84.3% |
| Standard Insurance Company Dodge & Cox Income X - | — | — | — | $10.4M | 17.2% |
| Standard Insurance Company JPMorgan US Equity R6 - | — | — | — | $8.3M | 13.7% |
| Standard Insurance Company Stable Asset A*** - | — | — | — | $6.5M | 10.7% |
| Standard Insurance Company Harbor Capital Appreciation I - | — | — | — | $5.0M | 8.4% |
| Standard Insurance Company Federated Hermes International Equity Institutional - | — | — | — | $5.0M | 8.2% |
| Standard Insurance Company Vanguard Windsor II Admiral - | — | — | — | $4.1M | 6.8% |
| Standard Insurance Company Vanguard Growth Index Admiral - | — | — | — | $3.0M | 5.0% |
| Standard Insurance Company Vanguard Wellington Admiral - | — | — | — | $2.9M | 4.8% |
| Standard Insurance Company Vanguard Total Stock Market Index Admiral - | — | — | — | $2.3M | 3.8% |
| Standard Insurance Company Vanguard Small Cap Idx Admiral - | — | — | — | $2.2M | 3.7% |
| Participant Loans Interest rates from 4.25% - 9.50% and maturities - | Participant loans | — | — | $1.4M | 2.4% |
| Standard Insurance Company Vanguard LifeStrategy Moderate Growth Fund - | — | — | — | $1.2M | 2.0% |
| Standard Insurance Company MFS Mid Cap Value R6 - | — | — | — | $1.1M | 1.9% |
| Standard Insurance Company Vanguard MidCap Grth Index Admiral - | — | — | — | $1.1M | 1.9% |
| Standard Insurance Company American Funds New Perspective Fund R6 - | — | — | — | $861K | 1.4% |
| Standard Insurance Company Vanguard LifeStrategy Growth Fund - | — | — | — | $803K | 1.3% |
| Standard Insurance Company Vanguard Total International Stock Index Admiral - | — | — | — | $641K | 1.1% |
| Standard Insurance Company T.Rowe Price New Horizons I - | — | — | — | $507K | 0.8% |
| Standard Insurance Company Vanguard LifeStrategy Conservative Growth Fund - | — | — | — | $387K | 0.6% |
| Standard Insurance Company MFS International Diversification R6 - | — | — | — | $349K | 0.6% |
| Standard Insurance Company Vanguard Total Bond Market Index Admiral - | — | — | — | $275K | 0.5% |
| Standard Insurance Company Vanguard Small Cap Value Index Admiral - | — | — | — | $175K | 0.3% |
| Standard Insurance Company PGIM High Yield Z - | — | — | — | $78K | 0.1% |
| Standard Insurance Company Vanguard Small Cap Growth Index Admiral - | — | — | — | $37K | <0.1% |
