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 | 39-0989781 | — | RECORDKEEPER | $7K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | INVESTMENT ADVISORY | $2K | — |
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 BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $618K | 12.3% |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $493K | 9.8% |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 |
Pooled Separate Account |
| $386K |
| 7.7% |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $386K | 7.7% |
| TA BLACKROCK LP INDEX 2040 RET OPTT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $375K | 7.4% |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $315K | 6.2% |
| TA BLACKROCK LP INDEX 2050 RET OPTT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $290K | 5.7% |
| JPMORGAN EQUITY INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 584 | Pooled Separate Account | $223K | 4.4% |
| JPMORGAN LARGE CAP GROWTH RET OPTJ TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 585 | Pooled Separate Account | $202K | 4.0% |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $172K | 3.4% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $151K | 3.0% |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $149K | 3.0% |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | $130K | 2.6% |
| TA BLACKROCK LP INDEX 2055 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $126K | 2.5% |
| STATE STREET U.S. BOND IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | $112K | 2.2% |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | $81K | 1.6% |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | $79K | 1.6% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCESTATE STREET EMERGING MARKETS INDEX RET OPT · EIN 39-0989781 / PN 099 | Pooled Separate Account | $72K | 1.4% |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 078 | Pooled Separate Account | $72K | 1.4% |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 712 | Pooled Separate Account | $71K | 1.4% |
| VICTORY RS SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 744 | Pooled Separate Account | $69K | 1.4% |
| STATE STREET RUSSELL SM CP IDX RT O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $67K | 1.3% |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 091 | Pooled Separate Account | $67K | 1.3% |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $62K | 1.2% |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 663 | Pooled Separate Account | $48K | 0.9% |
| AB GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 714 | Pooled Separate Account | $42K | 0.8% |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 606 | Pooled Separate Account | $0 | <0.1% |
