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 | — | RECORDKEEPER | $4K | — |
| ECONOMIC GROUP PENSION SERVICES,INC | 13-3180178 | — | 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 |
|---|---|---|---|
| TA LIFEGOAL 2025 BLKRCK RET OPT TRANSAMIERCA LIFE INSURANCE · EIN 39-0989781 / PN 049 | Pooled Separate Account | $117K | 11.7% |
| LOOMIS SAYLES INVEMT GRADE BOND RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 086 | Pooled Separate Account | $101K | 10.1% |
| VICTORY SYCAMORE EST VAL RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 613 |
Pooled Separate Account |
| $76K |
| 7.6% |
| TA LIFEGOAL RET BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 047 | Pooled Separate Account | $74K | 7.4% |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 579 | Pooled Separate Account | $70K | 7.0% |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 526 | Pooled Separate Account | $50K | 5.0% |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 166 | Pooled Separate Account | $48K | 4.8% |
| TA LIFEGOAL 2035 BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 050 | Pooled Separate Account | $37K | 3.7% |
| TA LIFEGOAL 2045 BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 112 | Pooled Separate Account | $33K | 3.3% |
| VANGUARD SAMLL CAP VALUE IND RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 108 | Pooled Separate Account | $32K | 3.2% |
| TRANSAMERIC PARTNERS STOCK IND RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 587 | Pooled Separate Account | $25K | 2.6% |
| BLACKROCK HIGH YIELD BD PRTF RE OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 757 | Pooled Separate Account | $22K | 2.2% |
| DEUTSCHE CORE EQUITY RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 761 | Pooled Separate Account | $20K | 2.0% |
| JANUS GLOBAL RESEARCH RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 582 | Pooled Separate Account | $19K | 1.9% |
| TA LIFEGOAL 2055 BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 051 | Pooled Separate Account | $19K | 1.9% |
| TA LIFEGOAL 2030 BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 111 | Pooled Separate Account | $17K | 1.8% |
| AMER FDS NEW PERSPT RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 099 | Pooled Separate Account | $16K | 1.7% |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 313 | Pooled Separate Account | $15K | 1.5% |
| BLACK ROCK HEALTH SCIENCES OPS RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 365 | Pooled Separate Account | $14K | 1.4% |
| STATE ST S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 036 | Pooled Separate Account | $8K | 0.8% |
| JANUS TRITON RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 583 | Pooled Separate Account | $8K | 0.8% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 099 | Pooled Separate Account | $6K | 0.6% |
| PIONEER SELECT MID CAP GROWTH RET TRANSMAERICA LIFE INSURANCE · EIN 39-0989781 / PN 741 | Pooled Separate Account | $6K | 0.6% |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 112 | Pooled Separate Account | $5K | 0.5% |
| TA LIFEGOAL 2050 BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 612 | Pooled Separate Account | $5K | 0.5% |
| DFA EMERGING MARKETS PORT RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 525 | Pooled Separate Account | $5K | 0.5% |
| FRANKLIN UTILTIES RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 267 | Pooled Separate Account | $3K | 0.3% |
| FEDERATED MDT SAMLL CAP CORE RET OP TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 140 | Pooled Separate Account | $3K | 0.3% |
| TA LIFEGOAL 2060 BLCRCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 505 | Pooled Separate Account | $3K | 0.3% |
| IVY SCIENCE & TECH RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 271 | Pooled Separate Account | $1K | 0.1% |
