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 COMPANY | 39-0989781 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA, LLC | 86-3678481 | — | THIRD PARTY ADMINISTATOR | $19K | — |
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 |
|---|---|---|---|
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $2.4M | 29.8% |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | $719K | 8.8% |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 |
Pooled Separate Account |
| $522K |
| 6.4% |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $447K | 5.5% |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | $434K | 5.3% |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $400K | 4.9% |
| FIDELITY STRTG DIV & INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 577 | Pooled Separate Account | $380K | 4.6% |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $360K | 4.4% |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $352K | 4.3% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $181K | 2.2% |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | $168K | 2.1% |
| COLUMBIA DIVIDEND OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 636 | Pooled Separate Account | $168K | 2.1% |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $131K | 1.6% |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $129K | 1.6% |
| TRANSAMERICA GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | $115K | 1.4% |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | $64K | 0.8% |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | $60K | 0.7% |
| VICTORY SYCAMORE EST VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | $53K | 0.6% |
| TRANSAMERICA INTL EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | $50K | 0.6% |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | $39K | 0.5% |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | $39K | 0.5% |
| IMACQUARIE MID CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | $38K | 0.5% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $37K | 0.5% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $30K | 0.4% |
| FEDERATED MDT SM CAP CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | $22K | 0.3% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 310 | Pooled Separate Account | $22K | 0.3% |
| GOLDMAN SACHS INTL SM CP INSIGHTS R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 699 | Pooled Separate Account | $20K | 0.2% |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | $16K | 0.2% |
| AMERICAN CENTURY REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | $11K | 0.1% |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 076 | Pooled Separate Account | $10K | 0.1% |
| AMERICAN FDS 2015 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | $7K | <0.1% |
