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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,182 |
20 funds hold $48.8M of the plan's $53.9M. From the 2025 filing. Recordkeeper: Stancorp Financial Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth CIT K JPMorgan · Collective trust | $8.3M | 17.1% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $7.1M | 14.6% |
| T. Rowe Price U.S. Value Equity Trust - Class E T. Rowe Price · Collective trust | $6.0M | 12.3% |
| DFA Small Cap Portfolio Dimensional · Mutual fund | $3.6M | 7.3% |
| American Funds Intl Gr and Inc Capital Group · Mutual fund | $3.2M | 6.5% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $2.8M | 5.8% |
| Vanguard Mid-C Growth Vanguard · Mutual fund | $2.6M | 5.4% |
| Columbia Global Technology Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $2.5M | 5.1% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $1.9M | 3.9% |
| T. Rowe Price T. Rowe Price · Mutual fund | $1.5M | 3.1% |
Added 3 funds, likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth CIT K | $8.3M |
| ReplacedHighAM S&P 500 to iShares S&P 500 Index Fund | $7.2M to $7.1M |
| Mutual fund to collective trustT. Rowe Price Large-Cap Value Fund to T. Rowe Price U.S. Value Equity Trust - Class E | $4.9M to $6.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.