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 | 39-0989781 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC | 36-3194849 | — | INVESTMENT ADVISOR | $833 | — |
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 |
|---|---|---|---|
| TA LIFEGOAL 2035 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $1.2M | 28.4% |
| TA LIFEGOAL 2045 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $604K | 14.3% |
Pooled Separate Account |
| $543K |
| 12.8% |
| TA LIFEGOAL 2050 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $483K | 11.4% |
| TA LIFEGOAL WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $247K | 5.8% |
| TA LIFEGOAL 2055 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $103K | 2.4% |
| TA LIFEGOAL 2040 WITH BALCKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $100K | 2.4% |
| TA LIFEGOAL 2060 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $98K | 2.3% |
| AMERICAN FUNDS EUROPACIFIC GROWTH TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $85K | 2.0% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $69K | 1.6% |
| STATE ST WITH TA MODERATE GROWTH TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $55K | 1.3% |
| STATE ST WITH AGGRESSIVE GROWTH TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $34K | 0.8% |
| STATE ST S&P MID CAP INDEX TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $29K | 0.7% |
| STATE ST EMERGING MARKETS TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $17K | 0.4% |
| STATE ST RUSSELL LARGE CAP TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $12K | 0.3% |
| JPMORGAN US EQUITY TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $9K | 0.2% |
| AMERICAN FUNDS WASHINGTON MUTUAL TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $9K | 0.2% |
| DFA US TARGETED VALUE TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $8K | 0.2% |
| MFS MID CAP VALUE TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $6K | 0.1% |
| STATE ST RUSSELL SMALL CAP INDEX TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $5K | 0.1% |
| GOLDMAN SACHS MID CAP TRANSAMERICA · EIN 39-8989781 / PN 001 | Pooled Separate Account | $5K | 0.1% |
| STATE ST WITH TA CONSERVATIVE TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $3K | <0.1% |
| AEGON BOND TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $3K | <0.1% |
| DFA INFLATION PROTECTED SECURITIES TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $1K | <0.1% |
| TA LIFEGOAL 2025 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| DFA INTERNATIONAL SMALL COMP TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| WMC DISCIPLINED US GR RET TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| JANUS HENDERSON TRITON TRANSAMERICA · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | <0.1% |
