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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY PLAN | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retire Fund | Other securities | — | — | $862K | 12.1% | |
| Fidelity 500 Index Fund | Other securities | — | — | $774K | 10.9% | |
| American Funds American Funds 2045 Target Date Retire Fund | Other securities | — | — | $672K | 9.4% | |
| American Funds American Funds 2025 Target Date Retire Fund | Other securities | — | — | $571K | 8.0% | |
| American Funds American Funds 2040 Target Date Retire Fund | Other securities | — | — | $511K | 7.2% | |
| Fidelity Advisor Growth Opportunities Fund | Other securities | — | — | $388K | 5.4% | |
| American Funds American Funds 2050 Target Date Retire Fund | Other securities | — | — | $320K | 4.5% | |
| American Funds American Funds 2010 Target Date Retire Fund | Other securities | — | — | $315K | 4.4% | |
| American Funds American Funds 2035 Target Date Retire Fund | Other securities | — | — | $285K | 4.0% | |
| American Funds American Funds 2055 Target Date Retire Fund | Other securities | — | — | $284K | 4.0% | |
| Transamerica Stable Value Fund | Other securities | — | — | $239K | 3.4% | |
| Vanguard Group Vanguard Mid Cap Index Fund | Common Stock | — | — | $225K | 3.2% | |
| American Funds American Funds EuroPacific Growth Fund | Other securities | — | — | $169K | 2.4% | |
| American Funds American Funds 2060 Target Date Retire Fund | Other securities | — | — | $136K | 1.9% | |
| Transamerica Bond Fund | Other securities | — | — | $135K | 1.9% | |
| through March 2030 $ -0- | Other securities | — | — | $127K | 1.8% | |
| Vanguard Group Vanguard Equity Income Fund | Common Stock | — | — | $126K | 1.8% | |
| American Funds American Funds EuroPacific New World Fund | Other securities | — | — | $112K | 1.6% | |
| American Funds American Funds 2020 Target Date Retire Fund | Other securities | — | — | $105K | 1.5% | |
| Columbia Small Cap Growth Fund | Other securities | — | — | $93K | 1.3% | |
| Vanguard Group Vanguard Small Cap Index Fund | Common Stock | — | — | $81K | 1.1% | |
| Franklin Templeton Franklin Small-Mid Cap Growth Fund | Other securities | — | — | $76K | 1.1% | |
| Federated Hermes Federated Hermes Instl High Yield Bond Fund | Other securities | — | — | $72K | 1.0% | |
| BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $63K | 0.9% | |
| Dimensional Fund Advisors DFA Real Estate Securities Fund | Other securities | — | — | $56K | 0.8% | |
| Franklin Templeton Franklin Small Cap Value Fund | Other securities | — | — | $49K | 0.7% | |
| BlackRock Inflation Protected Bond Fund | Other securities | — | — | $38K | 0.5% | |
| American Funds American Funds 2065 Target Date Retire Fund | Other securities | — | — | $20K | 0.3% | |
| American Century American Century Mid Cap Value Fund | Other securities | — | — | $5K | <0.1% | |
| Nuveen International Equity Index Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
