Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $158,887 |
9 funds of $250K or more; 15 lines in all, holding $13.2M of the plan's $15.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $5.4M | 41.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 15.4% |
| Nyli Winslow Large Cap Gro I TIAA (Nuveen) · Other | $1.5M | 11.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $897K | 6.8% |
| Hartford Intl Opportun Y Hartford Funds · Mutual fund | $795K | 6.0% |
| Stable Asset Fund Manager not matched · Stable value Stable value | $666K | 5.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $611K | 4.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $319K | 2.4% |
| JHancock Displ Val MidCap R6 Manager not matched · Mutual fund | $286K | 2.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $241K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.