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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,306 |
19 funds of $250K or more; 15 lines in all, holding $18.7M of the plan's $19.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.8M | 31.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.5M | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 10.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.8% |
| Invesco Discovery Mid Cap Growth Fund Invesco · Mutual fund | $1.2M | 6.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.1M | 6.0% |
| Prudential High Yield Q Fund Prudential (PGIM) · Mutual fund | $833K | 4.5% |
| Prudential Total Return Bond Q Fund Prudential (PGIM) · Mutual fund | $775K | 4.2% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $729K | 3.9% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $659K | 3.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.