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 LIFE INSURANCE COMPANY | 39-0989781 | — | 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.
| % of plan | |||
|---|---|---|---|
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | $781K | 32.9% |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | $308K | 13.0% |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $193K | 8.1% |
| AMER FDS WASHINGTON MTL INVS INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 008 | Pooled Separate Account | $109K | 4.6% |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $50K | 2.1% |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $38K | 1.6% |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $37K | 1.6% |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | $34K | 1.4% |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $32K | 1.4% |
| AMERICAN FUNDS AMCAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 014 | Pooled Separate Account | $32K | 1.4% |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $28K | 1.2% |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | $17K | 0.7% |
| FRANKLIN UTILITIES INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 045 | Pooled Separate Account | $17K | 0.7% |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $2K | <0.1% |
