Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Ret 2030 I N/A | Other securities | — | — | $2.4M | 14.5% | |
| T. Rowe Price T. Rowe Price Ret 2035 I N/A | Other securities | — | — | $1.9M | 11.6% | |
| General Account Totals | Other securities | — | — | $1.7M | 10.4% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option N/A | Common Stock | — | — | $1.7M | 10.4% | |
| Fidelity 500 Index N/A | Other securities | — | — | $1.7M | 10.0% | |
| T. Rowe Price T. Rowe Price Ret 2025 I N/A | Other securities | — | — | $1.6M | 9.7% | |
| T. Rowe Price T. Rowe Price Ret 2040 I N/A | Other securities | — | — | $1.0M | 6.2% | |
| T. Rowe Price T. Rowe Price Ret 2055 I N/A | Other securities | — | — | $991K | 6.0% | |
| T. Rowe Price T. Rowe Price Ret 2050 I N/A | Other securities | — | — | $895K | 5.4% | |
| MFS Gr R3 N/A | Other securities | — | — | $811K | 4.9% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $504K | 3.0% | |
| T. Rowe Price T. Rowe Price Ret 2045 I N/A | Other securities | — | — | $429K | 2.6% | |
| Allspring Spec SmCp Val I N/A | Other securities | — | — | $402K | 2.4% | |
| Transamerica Capital, Inc. Transamerica Core Bd R4 N/A | Common Stock | — | — | $343K | 2.1% | |
| T. Rowe Price T. Rowe Price Ret 2060 I N/A | Other securities | — | — | $338K | 2.0% | |
| Vanguard Extended Market Index Adm N/A | Other securities | — | — | $268K | 1.6% | |
| Vanguard Short Term Inv Grade Adm N/A | Other securities | — | — | $252K | 1.5% | |
| American Funds American Funds EuroPacific Gr R4 N/A | Other securities | — | — | $237K | 1.4% | |
| T. Rowe Price T. Rowe Price Ret 2015 I N/A | Other securities | — | — | $226K | 1.4% | |
| T. Rowe Price T. Rowe Price Ret 2020 I N/A | Other securities | — | — | $188K | 1.1% | |
| Vanguard Total Intl Stock Index Adm N/A | Other securities | — | — | $135K | 0.8% | |
| Transamerica Capital, Inc. Transamerica High Yield Bd R4 N/A | Common Stock | — | — | $100K | 0.6% | |
| Transamerica Capital, Inc. Transamerica Mid Cap Val Opp R4 N/A | Common Stock | — | — | $92K | 0.6% | |
| T. Rowe Price T. Rowe Price Ret 2005 I N/A | Other securities | — | — | $18K | 0.1% | |
| T. Rowe Price T. Rowe Price Ret 2065 I N/A | Other securities | — | — | $15K | <0.1% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account N/A | Common Stock | — | — | $13K | <0.1% | |
| T. Rowe Price T. Rowe Price Ret 2010 I N/A | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
