Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $80,006 |
22 funds of $250K or more; 18 lines in all, holding $50.1M of the plan's $50.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $9.3M | 18.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 16.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $5.4M | 10.7% |
| Stable Value Fund Standard Stable Asset A Fund Manager not matched · Insurance contract | $5.2M | 10.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.7M | 9.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.2M | 8.4% |
| Mainstay Winslow Large Cap Growth | New York Life · Other | $3.9M | 7.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.9M | 5.8% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.8M | 3.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.3M | 2.6% |
Added 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Investor Shares to Fidelity 500 Index Fund | $8.2M to $8.3M |
| Share class changeU.S. Targeted Value Portfolio - Institutional Class to U.S. Targeted Value Portfolio | $359K to $239K |
| AddedMaturi Par Value Mutual Funds American Century Inflation-Adj Bond R6 | $260K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.