Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $987K | 51.8% | |
| Transamerica Financial Life Insurance Co Transamerica Prtnr Cr Bd Rt Acct | Common Stocks | — | — | $261K | 13.7% | |
| TRANSAMERICA PRTNR CR BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 103 | Pooled Separate Account | — | — | $261K | 13.7% | |
| Janus Balanced Inv Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $128K | 6.7% | |
| JANUS HENDERSON BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 298 | Pooled Separate Account | — | — | $128K | 6.7% | |
| Transamerica SmCp Growth Ret Acct Pooled Separate Account * 5 WMC Core Equity Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $111K | 5.8% | |
| WMC CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 309 | Pooled Separate Account | — | — | $111K | 5.8% | |
| Transamerica Financial Life Insurance Co Transamerica LG 2025 Blackrck Act 944 Transamerica Financial Life Insurance Co Transamerica LG 2030 Blackrck Act 106 Transamerica Financial Life Insurance Co Transamerica LG 2035 BlackRck Act | Common Stocks | — | — | $102K | 5.4% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $102K | 5.4% | |
| Transamerica Financial Life Insurance Co Pioneer Bd Ret Acct | Common Stocks | — | — | $84K | 4.4% | |
| PIONEER BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 099 | Pooled Separate Account | — | — | $84K | 4.4% | |
| Transamerica Financial Life Insurance Co Transamerica LG 2040 Blackrck Act 110 Transamerica Financial Life Insurance Co Transamerica LG 2045 Blackrck Act 189 Transamerica Financial Life Insurance Co Transamerica Lg Cap Val Ret Acct | Common Stocks | — | — | $59K | 3.1% | |
| TRANSAMERICA LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 477 | Pooled Separate Account | — | — | $59K | 3.1% | |
| Fidelity Advisor Small Cap Inv Acc Pooled Separate Account | Pooled Separate Accounts | — | — | $46K | 2.4% | |
| FIDELITY ADV SMALL CAP INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 115 | Pooled Separate Account | — | — | $46K | 2.4% | |
| Transamerica Mod Grwth Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $33K | 1.7% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $33K | 1.7% | |
| Transamerica Conservative Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $33K | 1.7% | |
| TA VANGUARD LIFESTRATEGY INC RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $33K | 1.7% | |
| TRANSAMERICA MID-CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 096 | Pooled Separate Account | — | — | $30K | 1.6% | |
| Transamerica Lifegoal Target Ret 2040 Pooled Separate Account * 111 ** Transamerica Lifegoal Target Ret 2045 Pooled Separate Account * 188 ** Transamerica MdCp Growth Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $30K | 1.6% | |
| Transamerica Financial Life Insurance Co Transamerica LG Ret BlackRock | Common Stocks | — | — | $11K | 0.6% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $11K | 0.6% | |
| Transamerica Agg Grwth Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.5% | |
| TA VANGUARD LIFESTRATEGY GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $9K | 0.5% | |
| Transamerica Financial Life Insurance Co Invesco Mid Cap Core Eq Ret Acct | Mutual Funds | — | — | $9K | 0.5% | |
| INVESCO MID CAP CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 241 | Pooled Separate Account | — | — | $9K | 0.5% | |
| Amer Fnds EuroPacfic Grwth Ret Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $944 | <0.1% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $189 | <0.1% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $110 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $106 | <0.1% | |
| TRANSAMERICA SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 348 | Pooled Separate Account | — | — | $5 | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
