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 INS. CO | 36-6071399 | — | RECORDKEEPER | $29K | — |
| BENX, LLC | 26-1448788 | — | RECORDKEEPER | $2K | — |
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 |
|---|---|---|---|
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | $742K | 9.6% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 163 | Pooled Separate Account | $676K | 8.8% |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 236 | Pooled Separate Account | $650K | 8.4% |
| BLACKROCK GLOBAL ALLOCATION RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 277 | Pooled Separate Account | $587K | 7.6% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 094 | Pooled Separate Account | $402K | 5.2% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | $397K | 5.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | $327K | 4.2% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 164 | Pooled Separate Account | $319K | 4.1% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 505 | Pooled Separate Account | $291K | 3.8% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 019 | Pooled Separate Account | $283K | 3.7% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $252K | 3.3% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | $218K | 2.8% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 295 | Pooled Separate Account | $193K | 2.5% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 018 | Pooled Separate Account | $184K | 2.4% |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 350 | Pooled Separate Account | $183K | 2.4% |
| ALGER CAPITAL APPRECIATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 138 | Pooled Separate Account | $176K | 2.3% |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 241 | Pooled Separate Account | $141K | 1.8% |
| NUVEEN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 085 | Pooled Separate Account | $138K | 1.8% |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 276 | Pooled Separate Account | $127K | 1.6% |
| MAINSTAY MACKAY HIGH YIELD CORPORAT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 347 | Pooled Separate Account | $111K | 1.4% |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 578 | Pooled Separate Account | $110K | 1.4% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | $103K | 1.3% |
| TA VANGUARD SMALL-CAP INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | $96K | 1.2% |
| INVESCO DEVELOPING MARKETS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 471 | Pooled Separate Account | $91K | 1.2% |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 272 | Pooled Separate Account | $84K | 1.1% |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 417 | Pooled Separate Account | $69K | 0.9% |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 262 | Pooled Separate Account | $38K | 0.5% |
| PIONEER STRATEGIC INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 474 | Pooled Separate Account | $36K | 0.5% |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | $27K | 0.4% |
| PGIM JENNISON MID CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 542 | Pooled Separate Account | $22K | 0.3% |
| DELAWARE IVY ASSET STRATEGY RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 534 | Pooled Separate Account | $1K | <0.1% |
| FIDELITY ADVISOR NEW INSIGHTS RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 327 | Pooled Separate Account | $0 | <0.1% |
