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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $205,683 |
20 funds hold $122M of the plan's $123M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| account Vanguard LifeStrategy Conservative Pooled separate N/R Vanguard · Separate account | $30.3M | 24.8% |
| account iShares S&P 500 Index Fund Service Pooled separate N/R BlackRock · Separate account Index | $21.3M | 17.4% |
| Growth Fund Vanguard · Separate account | $17.9M | 14.6% |
| Investments Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Separate account Index | $9.4M | 7.7% |
| account Nuveen International Equity Index Pooled separate N/R TIAA (Nuveen) · Separate account Index | $7.5M | 6.1% |
| JP Morgan Large Cap Growth JPMorgan · Separate account | $7.3M | 6.0% |
| Income Fund Institutional Class account Vanguard Intermediate-Term Bond Pooled separate Vanguard · Separate account | $3.5M | 2.9% |
| account Vanguard Morningstar Mid-Cap Index Pooled separate N/R Vanguard · Separate account Index | $3.4M | 2.8% |
| account MFS Mid Cap Growth Fund Class R3 Pooled separate N/R MFS (Sun Life) · Separate account | $3.0M | 2.5% |
| Allspring Special Small Cap Value Fund Allspring · Collective trust | $3.0M | 2.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.