Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2030 | Other securities | — | — | $13.2M | 12.0% | |
| Transamerica Financial Life Ins Co TFLIC Guaranteed Inv Option | Common Stock | — | — | $12.1M | 11.1% | |
| T. Rowe Price T. Rowe Price Lrg Cp Gr I | Other securities | — | — | $11.7M | 10.7% | |
| Fidelity 500 Index | Other securities | — | — | $7.1M | 6.5% | |
| Vanguard Target Retrmnt 2040 | Other securities | — | — | $6.4M | 5.8% | |
| Diamond Hill Diamond Hill Lg Cap Inv | Other securities | — | — | $6.3M | 5.7% | |
| MFS Intl Val R3 | Other securities | — | — | $5.2M | 4.7% | |
| Fidelity Small Cap Index | Other securities | — | — | $5.0M | 4.6% | |
| Fidelity Mid Cap Index | Other securities | — | — | $4.5M | 4.1% | |
| JPMorgan Mid Cap Val L | Other securities | — | — | $4.1M | 3.8% | |
| Vanguard Target Retrmnt 2055 | Other securities | — | — | $3.7M | 3.3% | |
| Vanguard Target Retrmnt 2045 | Other securities | — | — | $3.6M | 3.3% | |
| Vanguard Target Retrmnt 2035 | Other securities | — | — | $3.5M | 3.2% | |
| PIMCO Total Return A | Other securities | — | — | $3.2M | 2.9% | |
| Vanguard Target Retrmnt 2050 | Other securities | — | — | $2.9M | 2.6% | |
| Vanguard Target Retrmnt 2025 | Other securities | — | — | $2.8M | 2.6% | |
| Vanguard Target Retrmnt 2020 | Other securities | — | — | $2.7M | 2.4% | |
| Cohen & Steers Cohen & Steers Realty Shares L | Other securities | — | — | $2.2M | 2.0% | |
| Vanguard Wellington Adm | Other securities | — | — | $1.8M | 1.6% | |
| Vanguard Target Retrmnt Inc | Common Stock | — | — | $1.5M | 1.4% | |
| Vanguard Target Retrmnt 2060 | Other securities | — | — | $1.4M | 1.3% | |
| Fidelity Total Intl Index | Other securities | — | — | $1.4M | 1.2% | |
| Fidelity Inflation-Prot Bd Idx | Other securities | — | — | $962K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $840K | 0.8% | |
| Blackrock High Yield Portfolio Instl | Other securities | — | — | $744K | 0.7% | |
| Vanguard Target Retrmnt 2065 Inv | Other securities | — | — | $377K | 0.3% | |
| Vanguard Federal Money Market | Cash / Money Market | — | — | $292K | 0.3% | |
| Vanguard Target Retrmnt 2070 Inv | Other securities | — | — | $104K | <0.1% | |
| State Street State St l US Govt M1y Mkt Premier | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
