Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICAFINANCIALLIFEINSURANCE | 36-6071399 | — | RECORDKEEPER | $77K | — |
| INTAC ACTUARIAL SERVICES, INC. | 22-2446239 | WOODCLIFF LAKE, NJ | RECORDKEEPER | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS BALANCED ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $2.3M | 7.6% | |
| TA LIFEGOAL 2025 WITH BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $2.1M | 6.9% | |
| TA LIFEGOAL 2040 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $1.8M | 6.1% | |
| TA LIFEGOAL 2030 WITH BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $1.8M | 6.0% | |
| TA LIFEGOAL 2035 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $1.7M | 5.7% | |
| Transamerica Financial Life Insurance Co. Transamerica Partners Stk Idx | Common Stock | — | — | $1.7M | 5.6% | |
| TA PARTNERS STOCK INDEX ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.7M | 5.6% | |
| Transamerica Financial Life Insurance Co. Transamerica Stable Value Adv | Common Stock | — | — | $1.6M | 5.4% | |
| TA LIFEGOAL RET WITH BLCKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $1.6M | 5.3% | |
| AF GROWTH FUND OF AMERICA ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $1.6M | 5.2% | |
| TA LIFEGOAL 2045 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $1.3M | 4.5% | |
| TA LIFEGOAL 2050 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $1.1M | 3.8% | |
| LOOMIS SAYLES INV GR BOND RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $1.1M | 3.6% | |
| TA MID CAP GROWTH RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 546 | Pooled Separate Account | — | — | $948K | 3.2% | |
| 9.50% -0- | Bonds / Notes | — | — | $774K | 2.6% | |
| STATE ST RSEL LG CAP GRW IDX ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $651K | 2.2% | |
| BLACKROCK EQUITY DIVIDEND ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $535K | 1.8% | |
| AF FUNDAMENTAL INVESTORS ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $510K | 1.7% | |
| TA LIFEGOAL 2055 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $482K | 1.6% | |
| Transamerica Financial Life Insurance Co. American Funds WAMU Investors | Common Stock | — | — | $481K | 1.6% | |
| AF WASHINGTON MUTUAL INV ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $481K | 1.6% | |
| TA LIFEGOAL 2060 WITH BLKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $471K | 1.6% | |
| STATE ST SP MID CAP INDX ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $422K | 1.4% | |
| BLCKRCK HEALTH SCIENCES OPS ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $352K | 1.2% | |
| Transamerica Financial Life Insurance Co. Macquarie Science and Tech. Ret | Common Stock | — | — | $345K | 1.2% | |
| DE IVY SCIENCE & TECHNOLOGY ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 267 | Pooled Separate Account | — | — | $345K | 1.2% | |
| STATE ST PRTN SRS W TA AGG GR ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $336K | 1.1% | |
| INVESCO GLOBAL RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $332K | 1.1% | |
| AF EUROPACIFIC GROWTH RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $313K | 1.0% | |
| Transamerica Financial Life Insurance Co. American Funds EuroPac Growth | Common Stock | — | — | $313K | 1.0% | |
| BNY MELLON GLOBAL INCOME ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $257K | 0.9% | |
| STATE STREET US BOND INDEX ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $250K | 0.8% | |
| INVESCO DEVELOPING MARKETS ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $244K | 0.8% | |
| Transamerica Financial Life Insurance Co. Prudential Jennison Nat Res | Common Stock | — | — | $240K | 0.8% | |
| PRUDENTIAL JENN NATL RCS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 268 | Pooled Separate Account | — | — | $240K | 0.8% | |
| STATE ST PRTN SRS W TA MOD GR ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $235K | 0.8% | |
| Transamerica Financial Life Insurance Co. Transamerica Partners Hg Yd Bd | Common Stock | — | — | $235K | 0.8% | |
| TA PARTNERS HIGH YIELD BOND ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $235K | 0.8% | |
| FRANKLIN GROWTH SERIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 530 | Pooled Separate Account | — | — | $209K | 0.7% | |
| ALLSPRING PRECIOUS METALS ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $203K | 0.7% | |
| FIRST EAGLE OVERSEAS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 328 | Pooled Separate Account | — | — | $165K | 0.6% | |
| Transamerica Financial Life Insurance Co. DFA Inflation-Protected Port. | Common Stock | — | — | $159K | 0.5% | |
| DFA INFL PROT SEC PORTFOLIO RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $159K | 0.5% | |
| Transamerica Financial Life Insurance Co. TA Vanguard Real Estate Index | Common Stock | — | — | $142K | 0.5% | |
| TA VNGRD RE INDEX RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $142K | 0.5% | |
| Transamerica Financial Life Insurance Co. American Funds New Perspect | Common Stock | — | — | $139K | 0.5% | |
| AF NEW PERSPECTIVE RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $139K | 0.5% | |
| MFS INTL INTRINSIC VALUE ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 518 | Pooled Separate Account | — | — | $134K | 0.4% | |
| Transamerica Financial Life Insurance Co. Vitrus Ceredex Mid Cap Val Eq | Common Stock | — | — | $120K | 0.4% | |
| VRTS CRDX MIDCAP VAL EQTY RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $120K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
