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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $40K | — |
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 | |||
|---|---|---|---|
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | $3.8M | 10.2% |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | $3.7M | 10.1% |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | $3.3M | 9.0% |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | $2.5M | 6.8% |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | $2.3M | 6.2% |
| COLUMBIA TRUST STABLE INC ADMIN 0 COLUMBIA · EIN 41-0007957 / PN 060 | Common Collective Trust | $1.7M | 4.5% |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | $1.5M | 4.1% |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | $1.4M | 3.8% |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | $1.2M | 3.3% |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | $832K | 2.2% |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | $575K | 1.5% |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | $380K | 1.0% |
| IVY MID CAP GR CL C SEI · EIN 45-3036428 / PN 004 | Common Collective Trust | $342K | 0.9% |
| VANGUARD TGT RETRMNT INC & GR TR II VANGUARD · EIN 87-6420194 / PN 001 | Common Collective Trust | $23K | <0.1% |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | $19K | <0.1% |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | $2K | <0.1% |
