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 CO | 39-0989781 | LOS ANGELES, CA | RECORDKEEPER | $3K | — |
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 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $2.1M | 8.4% |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 008 | Pooled Separate Account | $1.8M | 7.4% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 |
Pooled Separate Account |
| $1.8M |
| 7.2% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $1.5M | 6.2% |
| AMER FUNDS FUNDAMENTAL INVESTORS IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 009 | Pooled Separate Account | $1.3M | 5.3% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $1.2M | 4.7% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 015 | Pooled Separate Account | $1.1M | 4.6% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $989K | 4.0% |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 199 | Pooled Separate Account | $958K | 3.9% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $890K | 3.6% |
| COLUMBIA SELECT MID CAP VALUE INV O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 397 | Pooled Separate Account | $809K | 3.3% |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 093 | Pooled Separate Account | $757K | 3.1% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $717K | 2.9% |
| PGIM JENNISON NATURAL RESOURCES INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 084 | Pooled Separate Account | $697K | 2.8% |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $622K | 2.5% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $566K | 2.3% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $428K | 1.7% |
| AMERICAN FUNDS AMCAP INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 014 | Pooled Separate Account | $402K | 1.6% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $388K | 1.6% |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 445 | Pooled Separate Account | $364K | 1.5% |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | $349K | 1.4% |
| BLACKROCK EQUITY DIVIDEND INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 124 | Pooled Separate Account | $335K | 1.4% |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | $305K | 1.2% |
| NUVEEN REAL ESTATE SECURITIES RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 075 | Pooled Separate Account | $295K | 1.2% |
| INVESCO MAIN STREET INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 012 | Pooled Separate Account | $272K | 1.1% |
| AMERICAN FUNDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 023 | Pooled Separate Account | $260K | 1.0% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $248K | 1.0% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $178K | 0.7% |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 245 | Pooled Separate Account | $145K | 0.6% |
| ALLSPRING PREC METALS INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 126 | Pooled Separate Account | $142K | 0.6% |
| CALVERT EQUITY INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 439 | Pooled Separate Account | $138K | 0.6% |
| PRUDENTIAL JENNISON UTILITY INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 085 | Pooled Separate Account | $116K | 0.5% |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | $108K | 0.4% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $65K | 0.3% |
| AMER CENT INFLATION-ADJ BOND INV OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 042 | Pooled Separate Account | $57K | 0.2% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | $48K | 0.2% |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 312 | Pooled Separate Account | $17K | <0.1% |
