Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | — | DEERFIELD, IL | NONE | $18K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TK2 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $24.9M | 80.1% | |
| Transamerica Stable Value Investment Contract | Other securities | — | — | $6.2M | 19.9% | |
| Loomis Sayles Investment Grade Bond Ret Opt Pooled Separate Account | Other securities | — | — | $2.4M | 7.7% | |
| Transamerica Short-Term Bond Ret Opt Pooled Separate Account | Other securities | — | — | $2.2M | 7.1% | |
| Transamerica Partners High Yield Bond Ret Opt Pooled Separate Account | Other securities | — | — | $1.6M | 5.2% | |
| BNY Mellon Global Fixed Income Ret Opt Pooled Separate Account | Other securities | — | — | $1.3M | 4.3% | |
| Eaton Vance Floating Rate Ret Opt Pooled Separate Account | Bonds / Notes | — | — | $1.1M | 3.6% | |
| American Fund American Mutual Ret Opt Pooled Separate Account | Other securities | — | — | $885K | 2.8% | |
| JPMorgan Large Cap Growth Ret Q.Q! Pooled Separate Account | Other securities | — | — | $861K | 2.8% | |
| TA Vanguard Small-Cap Index Ret Opt Pooled Separate Account | Other securities | — | — | $844K | 2.7% | |
| Americans New World Pooled Separate Account | Other securities | — | — | $830K | 2.7% | |
| State Street S&P Mid Cap Index Ret Opt Pooled Separate Account | Other securities | — | — | $829K | 2.7% | |
| JPMorgan Equity Income Ret Opt. Pooled Separate Account | Other securities | — | — | $821K | 2.6% | |
| Pioneer Ret Opt Pooled Separate Account | Other securities | — | — | $815K | 2.6% | |
| Franklin Small Cap Value Ret Qol. Pooled Separate Account | Other securities | — | — | $811K | 2.6% | |
| Janus Henderson Triton Ret Op Pooled Separate Account | Other securities | — | — | $808K | 2.6% | |
| Janus Forty Ret Opt Pooled Separate Account | Other securities | — | — | $806K | 2.6% | |
| MFS Inter national Intrinsic Value Ret Opt Pooled Separate Account | Other securities | — | — | $777K | 2.5% | |
| Goldman Sachs Technology Pooled Separate Account | Other securities | — | — | $776K | 2.5% | |
| Allspring Special Mid Cap Value Ret Opt Pooled Separate Account | Other securities | — | — | $773K | 2.5% | |
| Franklin Utilities Rat Opt Pooled Separate Account | Other securities | — | — | $672K | 2.2% | |
| MFS Massachusetts Inv Gr Stk Pooled Separate Account | Other securities | — | — | $459K | 1.5% | |
| Janus Henderson Enterprise Ret Opt Pooled Separate Account | Other securities | — | — | $421K | 1.4% | |
| Allspring Prec Metals Ret Opt Pooled Separate Account | Other securities | — | — | $403K | 1.3% | |
| BlackRock Health Sciences Ops Ret Opt Pooled Separate Account | Other securities | — | — | $306K | 1.0% | |
| TA Vanguard REIT Index Ret Opt Pooled Separate Account | Common Stock | — | — | $173K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
