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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great-West Life & Annuity Ins. Co. Guaranteed Fixed Fund | Common Stock | — | — | $3.5M | 25.3% | |
| Vanguard Institutional Index Institutional Plus | Other securities | — | — | $2.9M | 21.1% | |
| Baird Aggregate Bond Instl | Other securities | — | — | $1.1M | 8.1% | |
| Vanguard Russell 1000 Growth Index I | Other securities | — | — | $1.1M | 7.7% | |
| Vanguard Ext Mkt Inx Instl Plus | Other securities | — | — | $806K | 5.8% | |
| Dodge & Cox Dodge & Cox Stock X | Other securities | — | — | $752K | 5.4% | |
| American Funds MFS International Equity R6 | Other securities | — | — | $660K | 4.7% | |
| Vanguard Developed Markets Index Ins Pls | Other securities | — | — | $658K | 4.7% | |
| Prudential PGIM Jennison Small Co R6 | Common Stock | — | — | $638K | 4.6% | |
| Transamerica Life Ins. Co. Capital Preservation Option | Common Stock | — | — | $610K | 4.4% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $397K | 2.9% | |
| Hartford Schroders Emerg Mkt Eq SDR | Other securities | — | — | $272K | 2.0% | |
| Hartford Strategic Income R6 | Other securities | — | — | $173K | 1.2% | |
| Dimensional DFA International Small Company I | Other securities | — | — | $132K | 0.9% | |
| Vanguard Real Estate Index Institutional | Other securities | — | — | $93K | 0.7% | |
| Fidelity Infl-Protected Bond Index | Other securities | — | — | $47K | 0.3% | |
| Vanguard Total Bond Market Index I | Other securities | — | — | $19K | 0.1% | |
| Vanguard Cash Reserves Federal Money Market Adm | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
