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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $49K | — |
| 3(16) FIDUCIARY SERVICES CORPORATIO | 45-4813650 | — | RECORDKEEPER | $18K | — |
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 |
|---|---|---|---|
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | $0 | — |
| TRANSAMERICA INTERMEDIATE BOND RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 103 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 102 |
Pooled Separate Account |
| $0 |
| — |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 446 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RETP TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $0 | — |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 525 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 680 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 228 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 133 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 818 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 673 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | $0 | — |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 678 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 679 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 675 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 676 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 677 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 674 | Pooled Separate Account | $0 | — |
