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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $117,562 |
14 funds of $250K or more; 19 lines in all, holding $35.4M of the plan's $37.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Blend JPMorgan · Other | $5.0M | 14.2% |
| managed by Standard Insurance Company) Vanguard Wellington Admiral Fund Vanguard · Insurance contract | $4.9M | 13.8% |
| e ) Guarant Manager not matched · Other | $4.7M | 13.2% |
| Dodge Cox Large Cap Value Fund Dodge & Cox · Mutual fund | $4.0M | 11.3% |
| Harford International Opportunities Fund Y Manager not matched · Mutual fund | $3.8M | 10.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 9.6% |
| Large Cap Value Vanguard · Mutual fund | $2.7M | 7.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.7M | 4.8% |
| Voya Small Cap Growth Fund Class I Voya · Mutual fund | $1.4M | 4.0% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $1.2M | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.