Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $71,745 |
23 funds hold $21.6M of the plan's $21.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, other, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $3.8M | 17.7% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Insurance contract | $2.6M | 11.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $2.0M | 9.3% |
| American Funds Target Date Capital Group · Insurance contract Target-date, 11 vintages | $2.0M | 9.2% |
| Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $1.3M | 6.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $1.3M | 6.0% |
| Hartford Intl Opportun Y Hartford Funds · Insurance contract | $1.2M | 5.7% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Insurance contract | $1.0M | 4.8% |
| MFS Value Fund R6 MFS (Sun Life) · Insurance contract | $1.0M | 4.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Insurance contract | $792K | 3.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.