Filings through .
Filed March 30, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $72,291 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $50,871 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP Service code 19 | Securities Custodian | $1,402 |
23 funds of $250K or more; 16 lines in all, holding $41.0M of the plan's $42.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $27.6M | 67.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.2M | 10.4% |
| American Century Ultrar R6 American Century · Mutual fund Possible retail class A | $3.0M | 7.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $1.1M | 2.6% |
| Voya Intermediate Bond Fund Class A Voya · Mutual fund Possible retail class A | $952K | 2.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $867K | 2.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $602K | 1.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $484K | 1.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $456K | 1.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $424K | 1.0% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.