Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $25K | — |
| BENEFITS ADMINISTRATORS, LLC | 61-1291181 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | $58K | $1.7M | 16.3% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | $35K | $1.4M | 13.5% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | $3K | $833K | 8.0% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | $25K | $757K | 7.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | $22K | $745K | 7.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | $15K | $688K | 6.6% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | $13K | $495K | 4.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | $2K | $411K | 4.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | $2K | $409K | 3.9% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | $2K | $402K | 3.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | $13K | $336K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | $10K | $317K | 3.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | $9K | $278K | 2.7% | |
| TRANSAMERICA ASSET ALLOC INTERMEDIA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 386 | Pooled Separate Account | — | $4K | $193K | 1.9% | |
| TRANSAMERICA LG CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | $2K | $157K | 1.5% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | $2K | $157K | 1.5% | |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 271 | Pooled Separate Account | — | — | $150K | 1.4% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $141K | 1.4% | |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | — | — | $132K | 1.3% | |
| VANGUARD SMALL-CAP GROWTH INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | $2K | $118K | 1.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $112K | 1.1% | |
| TRANSAMERICA ASSET ALLOC SHORT/INTE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 388 | Pooled Separate Account | — | $2K | $86K | 0.8% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $69K | 0.7% | |
| Investment Contract *Transamerica Stable Value Core Option 4,743 units | Other securities | — | $5K | $56K | 0.5% | |
| TRANSAMERICA ASSET ALLOC LONG HORIZ TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 387 | Pooled Separate Account | — | — | $49K | 0.5% | |
| ALLSPRING PREC METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $27K | 0.3% | |
| ALLSPRING SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 256 | Pooled Separate Account | — | — | $27K | 0.3% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 312 | Pooled Separate Account | — | — | $24K | 0.2% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $22K | 0.2% | |
| TRANSAMERICA SMALL CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 478 | Pooled Separate Account | — | — | $22K | 0.2% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $20K | 0.2% | |
| PRUDENTIAL JENNISON NATURAL RESOURC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 272 | Pooled Separate Account | — | — | $18K | 0.2% | |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 291 | Pooled Separate Account | — | — | $8K | <0.1% | |
| THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 131 | Pooled Separate Account | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.