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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | FINANCIAL ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $15K | — |
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 |
|---|---|---|---|
| JPMORGAN EQUITY INCOME INV ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 063 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN BEACON INTERNATIONAL EQUIT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 713 | Pooled Separate Account | $0 | <0.1% |
| MAINSTAY HIGH YIELD CORPORATE BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 347 | Pooled Separate Account | $0 | <0.1% |
| PIMCO INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 668 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD GROWTH INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 902 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 903 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 806 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 807 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 808 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 809 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 580 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 811 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 812 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 813 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 814 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2065 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 933 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET INCOME TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 815 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL GLOBAL REAL ESTATE SECURI PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY 500 INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 136 | Pooled Separate Account | $0 | <0.1% |
| MFS MID CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 405 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TOTAL BOND MARKET INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 274 | Pooled Separate Account | $0 | <0.1% |
| BLACKROCK MID-CAP GROWTH EQUITY FUN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 098 | Pooled Separate Account | $0 | <0.1% |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 156 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY INTERNATIONAL INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 270 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY LARGE CAP GROWTH INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 137 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY MID CAP INDEX FUND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 138 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY U.S. BOND INDEX FUND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 161 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX INTERNATIONAL STOCK FUN PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 06-1050034 / PN 480 | Pooled Separate Account | $0 | <0.1% |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 711 | Pooled Separate Account | $0 | <0.1% |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS CAPITAL WORLD GROWTH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 752 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 141 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE INV TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 155 | Pooled Separate Account | $0 | <0.1% |
| DFA EMERGING MARKETS CORE EQUITY RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 759 | Pooled Separate Account | $0 | <0.1% |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | $0 | <0.1% |
| DFA INTERNATIONAL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 682 | Pooled Separate Account | $0 | <0.1% |
| DFA US SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 829 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD TARGET RET 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 810 | Pooled Separate Account | $0 | <0.1% |
