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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | Other securities | — | — | $856K | 16.1% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 | Other securities | — | — | $758K | 14.2% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 | Other securities | — | — | $670K | 12.6% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 | Other securities | — | — | $468K | 8.8% | |
| Vanguard 500 Index Fund Admiral Shares | Other securities | — | — | $426K | 8.0% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 | Other securities | — | — | $394K | 7.4% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 | Other securities | — | — | $333K | 6.3% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 | Other securities | — | — | $325K | 6.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Other securities | — | — | $247K | 4.6% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 | Other securities | — | — | $232K | 4.4% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 | Other securities | — | — | $165K | 3.1% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | Other securities | — | — | $160K | 3.0% | |
| General Investment Accounts * Standard Insurance Standard Stable Asset A | Other securities | — | — | $75K | 1.4% | |
| Funds Delaware Investments Delaware Small Cap Core Fund Class R6 | Other securities | — | — | $72K | 1.4% | |
| Similar Party Description of Investment Value Mutual Funds Fidelity Investments Fidelity Advisor Total Bond Fund - Class Z | Other securities | — | — | $50K | 0.9% | |
| Admiral Shares Hartford Mutual The Hartford International Opportunities Fund Class Y | Other securities | — | — | $49K | 0.9% | |
| MFS Value Fund Class R6 | Other securities | — | — | $32K | 0.6% | |
| Invesco Developing Markets Fund Class R6 | Other securities | — | — | $6K | 0.1% | |
| Amundi US Pioneer Strategic Income Fund Class K | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total International Stock Index Fund | 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.
