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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $51K | — |
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 | |||
|---|---|---|---|
| AC RD 2030 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 435 | Common Collective Trust | $13.7M | 7.6% |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | $10.9M | 6.1% |
| AC RD 2025 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 434 | Common Collective Trust | $7.3M | 4.1% |
| AC RD 2040 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 361 | Common Collective Trust | $5.2M | 2.9% |
| AC RD 2035 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 436 | Common Collective Trust | $4.6M | 2.6% |
| AC IN RETIRE TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 030 | Common Collective Trust | $4.3M | 2.4% |
| AC RD 2050 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 363 | Common Collective Trust | $3.7M | 2.1% |
| AC RD 2055 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 843 | Common Collective Trust | $2.3M | 1.3% |
| AC RD 2045 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 362 | Common Collective Trust | $2.1M | 1.2% |
| AC RD 2060 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 816 | Common Collective Trust | $2.0M | 1.1% |
| AC RD 2065 TR XXII TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $826K | 0.5% |