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 |
|---|---|---|---|---|---|
| TAG RESOURCES, LLC | 62-1874769 | — | RECORD KEEPER | $26K | — |
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORD KEEPER | $12K | — |
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 |
|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 082 | Pooled Separate Account | $321K | 24.2% |
| STATE STREET TARGET RETIREMENT 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 083 | Pooled Separate Account | $199K | 15.0% |
| STATE STREET TARGET RETIREMENT 2060 |
Pooled Separate Account |
| $119K |
| 8.9% |
| STATE STREET TARGET RETIREMENT 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 081 | Pooled Separate Account | $102K | 7.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 232 | Pooled Separate Account | $76K | 5.7% |
| STATE STREET TARGET RETIREMENT 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 080 | Pooled Separate Account | $76K | 5.7% |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | $69K | 5.2% |
| STATE STREET TARGET RETIREMENT 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | $60K | 4.5% |
| STATE STREET TARGET RETIREMENT 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 079 | Pooled Separate Account | $58K | 4.4% |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 609 | Pooled Separate Account | $54K | 4.0% |
| PIONEER SELECT MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 738 | Pooled Separate Account | $33K | 2.5% |
| BNY MELLON INTERNATIONAL CORE EQUIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 256 | Pooled Separate Account | $28K | 2.1% |
| STATE STREET TARGET RETIREMENT 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 078 | Pooled Separate Account | $23K | 1.8% |
| STATE STREET TARGET RETIREMENT INCO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 074 | Pooled Separate Account | $15K | 1.2% |
| DFA EMERGING MARKETS CORE EQUITY RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 759 | Pooled Separate Account | $14K | 1.1% |
| STATE STREET TARGET RETIREMENT 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 077 | Pooled Separate Account | $10K | 0.8% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $10K | 0.8% |
| TA VANGUARD LIFESTRATEGY GROWTH RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 502 | Pooled Separate Account | $5K | 0.4% |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 791 | Pooled Separate Account | $923 | <0.1% |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 660 | Pooled Separate Account | $639 | <0.1% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $612 | <0.1% |
| GOLDMAN SACHS INTERNATIONAL SMALL C TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 696 | Pooled Separate Account | $520 | <0.1% |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 711 | Pooled Separate Account | $96 | <0.1% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | $95 | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | $46 | <0.1% |
| STATE STREET TARGET RETIREMENT 2015 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 075 | Pooled Separate Account | $13 | <0.1% |
