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 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR PLAN | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Registered Investment Companies | Other securities | — | — | $1.5M | 18.3% | |
| T. Rowe Price Retirement 2025 Registered Investment Companies | Other securities | — | — | $1.4M | 16.8% | |
| T. Rowe Price Retirement 2030 Registered Investment Companies | Other securities | — | — | $1.2M | 14.8% | |
| T. Rowe Price Retirement 2040 Registered Investment Companies | Other securities | — | — | $930K | 11.1% | |
| T. Rowe Price Retirement 2045 Registered Investment Companies | Other securities | — | — | $616K | 7.3% | |
| T. Rowe Price Retirement 2050 Registered Investment Companies | Other securities | — | — | $576K | 6.9% | |
| T. Rowe Price Retirement 2055 Registered Investment Companies | Other securities | — | — | $536K | 6.4% | |
| T. Rowe Price Retirement 2020 Registered Investment Companies | Other securities | — | — | $443K | 5.3% | |
| T. Rowe Price Retirement 2060 Registered Investment Companies | Other securities | — | — | $199K | 2.4% | |
| Vanguard 500 Index Admiral Registered Investment Companies | Other securities | — | — | $84K | 1.0% | |
| PG IM Total Return Bond R6 Registered Investment Companies 914 T. Rowe Price Retirement 2015 Registered Investment Companies | Other securities | — | — | $58K | 0.7% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Focus Acct | Common Stock | — | — | $49K | 0.6% | |
| T. Rowe Price Retirement 2005 Registered Investment Companies | Other securities | — | — | $47K | 0.6% | |
| Vanguard Mid Cap Index Adm Registered Investment Companies | Other securities | — | — | $46K | 0.6% | |
| JPMorgan Equity Income R6 Registered Investment Companies | Common Stock | — | — | $44K | 0.5% | |
| T. Rowe Price Retirement 2010 Registered Investment Companies | Other securities | — | — | $44K | 0.5% | |
| Brandes Internation Eqty I Registered Investment Companies 595 MFS Growth R6 Registered Investment Companies | Other securities | — | — | $35K | 0.4% | |
| Vanguard Total Bond Market Index Adm Registered Investment Companies | Other securities | — | — | $35K | 0.4% | |
| T. Rowe Price Retirement 2065 Registered Investment Companies | Other securities | — | — | $18K | 0.2% | |
| PG IM Jennison Small Company R6 Registered Investment Companies | Common Stock | — | — | $16K | 0.2% | |
| Vanguard Developed Mkt Idx Admiral | Other securities | — | — | $16K | 0.2% | |
| Vanguard Dvlp Mrkts Indx Admrl Registered Investment Companies | Other securities | — | — | $16K | 0.2% | |
| JPMorgan Small Cap Equity R5 Registered Investment Companies | Other securities | — | — | $13K | 0.2% | |
| American Funds New Perspective R6 Registered Investment Companies | Other securities | — | — | $12K | 0.1% | |
| CASH | Cash / Money Market | — | — | $6K | <0.1% | |
| Invesco Oppenheimer International Growth Y Registered Investment Companies | Other securities | — | — | $6K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Companies | Other securities | — | — | $5K | <0.1% | |
| PIMCO Income I-2 Registered Investment Companies | Other securities | — | — | $4K | <0.1% | |
| Prudential PGIM Total Return Bd R6 914 PIMCO Inc I2 | Common Stock | — | — | $4K | <0.1% | |
| Janus Henderson Enterprise I Registered Investment Companies | Other securities | — | — | $4K | <0.1% | |
| Victory Sycamore Established Value R6 Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Brandes Intl Eq I 595 Invesco Intl Bd Y | Other securities | — | — | $2K | <0.1% | |
| Invesco International Bond Y Registered Investment Companies | 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.