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 CO | 39-0988791 | — | RECORDKEEPER | $35K | — |
| QUALIFIED PENSION CONSULTANTS, INC. | 87-1296893 | — | RECORDKEEPER | $925 | — |
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 |
|---|---|---|---|
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 695 | Pooled Separate Account | $794K | 15.0% |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 694 | Pooled Separate Account | $563K | 10.6% |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 691 | Pooled Separate Account | $487K |
| 9.2% |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 696 | Pooled Separate Account | $339K | 6.4% |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 693 | Pooled Separate Account | $337K | 6.4% |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 821 | Pooled Separate Account | $272K | 5.1% |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 692 | Pooled Separate Account | $268K | 5.1% |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 690 | Pooled Separate Account | $186K | 3.5% |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | $97K | 1.8% |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 689 | Pooled Separate Account | $58K | 1.1% |
| PIMCO TOTAL RETRN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 901 | Pooled Separate Account | $46K | 0.9% |
| WESTERN ASSET CORE PLUS BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 915 | Pooled Separate Account | $46K | 0.9% |
| STATE STREET INTERNATIONAL INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $44K | 0.8% |
| TRANSAMERICA CAPITAL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | $44K | 0.8% |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | $44K | 0.8% |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124 | Pooled Separate Account | $42K | 0.8% |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | $39K | 0.7% |
| HARTFORD TOTAL RET BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 112 | Pooled Separate Account | $38K | 0.7% |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 121 | Pooled Separate Account | $38K | 0.7% |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $38K | 0.7% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | $37K | 0.7% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $34K | 0.6% |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $33K | 0.6% |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 872 | Pooled Separate Account | $33K | 0.6% |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | $33K | 0.6% |
| AB LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 137 | Pooled Separate Account | $32K | 0.6% |
| COLUMBIA DIVIDEND INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 028 | Pooled Separate Account | $32K | 0.6% |
| MFS VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 904 | Pooled Separate Account | $31K | 0.6% |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | $29K | 0.6% |
| INVESCO EQUALLY-WEIGHTED S&P 500 RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 115 | Pooled Separate Account | $29K | 0.5% |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | $28K | 0.5% |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | $26K | 0.5% |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | $26K | 0.5% |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | $21K | 0.4% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $21K | 0.4% |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | $18K | 0.3% |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | $18K | 0.3% |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | $10K | 0.2% |
