This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $56K | — |
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | ADVISOR | $2K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | $3.3M | 25.0% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | $1.4M | 10.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |
| A VANGUARD TOTAL STOCK MARKET INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $1.2M | 9.4% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | $1.1M | 8.6% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 844 | Pooled Separate Account | $867K | 6.6% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | $521K | 4.0% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 841 | Pooled Separate Account | $446K | 3.4% |
| DFA U.S. SMALL CAP PORTFOLIO RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 725 | Pooled Separate Account | $427K | 3.3% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $391K | 3.0% |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 792 | Pooled Separate Account | $381K | 2.9% |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 871 | Pooled Separate Account | $373K | 2.8% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $350K | 2.7% |
| AMERICAN FUNDS CAPITAL WORLD GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 755 | Pooled Separate Account | $340K | 2.6% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 842 | Pooled Separate Account | $264K | 2.0% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | $249K | 1.9% |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | $174K | 1.3% |
| BLACKROCK TOTAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 850 | Pooled Separate Account | $161K | 1.2% |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | $160K | 1.2% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | $154K | 1.2% |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 883 | Pooled Separate Account | $140K | 1.1% |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 445 | Pooled Separate Account | $114K | 0.9% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | $113K | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 843 | Pooled Separate Account | $80K | 0.6% |
| BLACKROCK HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | $65K | 0.5% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $48K | 0.4% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | $33K | 0.3% |
| TRANSAMERICA INTERNATIONAL EQUITY R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | $31K | 0.2% |
| DWS ENHANCED COMMODITY STRATEGY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 102 | Pooled Separate Account | $15K | 0.1% |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 787 | Pooled Separate Account | $0 | <0.1% |
