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 COMPANY | 39-0989781 | — | RECORD KEEPER | $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.
| % of plan | |||
|---|---|---|---|
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $1.7M | 9.7% |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | $1.3M | 7.1% |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | $1.2M | 6.8% |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | $1.2M | 6.5% |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | $918K | 5.2% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $914K | 5.2% |
| FRANKLIN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | $853K | 4.8% |
| PIONEER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 301 | Pooled Separate Account | $847K | 4.8% |
| MFS INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | $750K | 4.2% |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 666 | Pooled Separate Account | $645K | 3.7% |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 748 | Pooled Separate Account | $581K | 3.3% |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | $561K | 3.2% |
| GOLDMAN SACHS TECH OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | $558K | 3.2% |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650 | Pooled Separate Account | $501K | 2.8% |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | $453K | 2.6% |
| AMERICAN FDS SMALLCAP WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 069 | Pooled Separate Account | $452K | 2.6% |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | $410K | 2.3% |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $351K | 2.0% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $342K | 1.9% |
| AMERICAN FDS AMERICAN MTL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | $340K | 1.9% |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | $211K | 1.2% |
| BR&YWINEGLBL - GLBL OPP BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 662 | Pooled Separate Account | $81K | 0.5% |
| BLACKROCK HEALTH SCNCS OPS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | $44K | 0.2% |
