Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,480 |
14 funds of $250K or more; 24 lines in all, holding $9.7M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 13.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.0M | 10.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $954K | 9.8% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund-I Class T. Rowe Price · Mutual fund | $783K | 8.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $744K | 7.7% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $724K | 7.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $720K | 7.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $637K | 6.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $591K | 6.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $503K | 5.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.