Filings through .
Filed May 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,814 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,763 |
22 funds of $250K or more; 29 lines in all, holding $33.5M of the plan's $36.4M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance Compnay.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.1M | 15.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $3.8M | 11.5% |
| Invesco Equity And Income Fund Class R5 Invesco · Mutual fund | $2.1M | 6.4% |
| Principal Life HY 2030 Principal · Mutual fund | $2.1M | 6.3% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $2.0M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 5.5% |
| JP Morgan Mid Cap Growth JPMorgan · Other | $1.8M | 5.3% |
| ClearBridge International Growth A Franklin Templeton · Other | $1.7M | 5.1% |
| Capital World Bond Fund Class R-6 Capital Group · Separate account | $1.6M | 4.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.9% |
Added 1 fund, dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Index 2030 Fund to Principal Life HY 2030 | $6.7M to $8.6M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $5.1M |
| DroppedSecurian money market | $482K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.