Filings through .
Filed March 25, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $99,538 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
19 funds of $250K or more; 40 lines in all, holding $21.0M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $11.8M | 56.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 10.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 7.6% |
| Standard Standard Stable Asset A StanCorp (Meiji Yasuda) · Insurance contract | $1.4M | 6.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $908K | 4.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $584K | 2.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $501K | 2.4% |
| Fidelity US Sustnblty Indx Fidelity (FMR) · Mutual fund Index | $407K | 1.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $346K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $266K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 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.