Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 10 · EIN 93-1253576 | Accounting | $127,447 |
23 funds of $250K or more; 17 lines in all, holding $83.6M of the plan's $88.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, other, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $15.9M | 19.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $15.1M | 18.0% |
| Investment Contract with Insurance Company Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract | $13.7M | 16.4% |
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 10 vintages | $9.1M | 10.9% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Insurance contract | $6.1M | 7.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Insurance contract Index | $4.8M | 5.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Insurance contract | $4.3M | 5.1% |
| Dodge and Cox Income 1 Dodge & Cox · Insurance contract | $4.1M | 4.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Insurance contract | $3.5M | 4.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.7M | 2.0% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedPar, or Maturity Value Cost Value Pooled Separate Acc | $3.3M |
| DroppedFederated Hermes International Equity Fund Institutional Shares | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.