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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $2.4M | 38.9% | |
| MFS International Diversification R6 | Other securities | — | — | $905K | 14.8% | |
| Vanguard Interim-Term Bond Index Adm | Other securities | — | — | $647K | 10.6% | |
| J.P. Morgan Jpmorgan Mid Cap Growth R6 | Other securities | — | — | $448K | 7.3% | |
| American Funds American Funds New World R6 | Other securities | — | — | $331K | 5.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $225K | 3.7% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $159K | 2.6% | |
| Nuveen Lifecycle Index 2045 R6 | Other securities | — | — | $115K | 1.9% | |
| Blackrock High Yield Bond K | Other securities | — | — | $99K | 1.6% | |
| Registered Investment Companies American Funds American Funds Inflation Linked Bond R-6 | Other securities | — | — | $92K | 1.5% | |
| Nuveen Lifecycle Index 2035 R6 | Other securities | — | — | $87K | 1.4% | |
| J.P. Morgan Jpmorgan Large Cap Growth R6 | Other securities | — | — | $83K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $74K | 1.2% | |
| American Funds American Funds New Perspective R6 | Other securities | — | — | $67K | 1.1% | |
| Nuveen Lifecycle Index 2060 R6 | Other securities | — | — | $64K | 1.0% | |
| Nuveen Lifecycle Index 2050 R6 | Other securities | — | — | $51K | 0.8% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stock | — | — | $50K | 0.8% | |
| Vanguard Explorer Adm | Other securities | — | — | $38K | 0.6% | |
| Nuveen Lifecycle Index 2030 R6 | Other securities | — | — | $27K | 0.4% | |
| Nuveen Lifecycle Index 2055 R6 | Other securities | — | — | $27K | 0.4% | |
| Victory Capital Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $25K | 0.4% | |
| Dimensional Fund Advisors Dfa Us Targeted Value I | Other securities | — | — | $22K | 0.4% | |
| Vanguard Balanced Index Adm | Other securities | — | — | $21K | 0.3% | |
| Nuveen Lifecycle Index 2040 R6 | Other securities | — | — | $19K | 0.3% | |
| Nuveen Lifecycle Index 2025 R6 | Other securities | — | — | $17K | 0.3% | |
| Pimco International Bond (Usd Hedged) Instl | Other securities | — | — | $12K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral 350 Vanguard Small Cap Index Adm | Other securities | — | — | $12K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | Other securities | — | — | $7K | 0.1% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $7K | 0.1% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2020 R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
