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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan | Other securities | — | — | $2.7M | 20.5% | |
| Vanguard | Other securities | — | — | $901K | 6.7% | |
| Vanguard | Other securities | — | — | $883K | 6.6% | |
| Vanguard | Other securities | — | — | $859K | 6.4% | |
| Vanguard | Other securities | — | — | $841K | 6.3% | |
| Vanguard | Other securities | — | — | $793K | 5.9% | |
| MFS Investment Management | Other securities | — | — | $742K | 5.5% | |
| Vanguard | Other securities | — | — | $557K | 4.2% | |
| Allspring Global Investments | Other securities | — | — | $497K | 3.7% | |
| Transamerica Financial Life Insurance Company | Other securities | — | — | $460K | 3.4% | |
| Vanguard | Other securities | — | — | $428K | 3.2% | |
| Fidelity Investments | Other securities | — | — | $408K | 3.0% | |
| Lazard | Other securities | — | — | $406K | 3.0% | |
| Baron | Other securities | — | — | $335K | 2.5% | |
| Vanguard | Other securities | — | — | $321K | 2.4% | |
| Vanguard | Other securities | — | — | $303K | 2.3% | |
| Vanguard | Other securities | — | — | $292K | 2.2% | |
| Vanguard | Other securities | — | — | $216K | 1.6% | |
| Delaware Management Company | Other securities | — | — | $213K | 1.6% | |
| Vanguard | Other securities | — | — | $190K | 1.4% | |
| TCW Asset Management Company | Other securities | — | — | $182K | 1.4% | |
| BlackRock | Other securities | — | — | $130K | 1.0% | |
| Vanguard | Other securities | — | — | $117K | 0.9% | |
| Allspring Global Investments | Other securities | — | — | $107K | 0.8% | |
| Vanguard | Other securities | — | — | $106K | 0.8% | |
| Vanguard | Other securities | — | — | $75K | 0.6% | |
| Vanguard | Other securities | — | — | $45K | 0.3% | |
| Vanguard | Other securities | — | — | $37K | 0.3% | |
| Vanguard | Other securities | — | — | $31K | 0.2% | |
| Invesco | Other securities | — | — | $30K | 0.2% | |
| Vanguard | Other securities | — | — | $29K | 0.2% | |
| Vanguard | Other securities | — | — | $28K | 0.2% | |
| Virtus Investment Partners | Other securities | — | — | $25K | 0.2% | |
| Vanguard | Other securities | — | — | $23K | 0.2% | |
| Franklin Templeton | Other securities | — | — | $10K | <0.1% | |
| Vanguard | Other securities | — | — | $649 | <0.1% | |
| Transamerica Trust Company | Other securities | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
