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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| AEGON CASH RESERVE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 060 | Pooled Separate Account | $897K | 21.1% |
| TRANSAMERICA FUTUREFOCUS 2030 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 655 | Pooled Separate Account | $387K | 9.1% |
| RETIREMENT STRATEGIES LLC | 27-0017183 | — | TPA | $200 | — |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 |
Pooled Separate Account |
| $378K |
| 8.9% |
| PIMCO LOW DURATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 472 | Pooled Separate Account | $272K | 6.4% |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | $245K | 5.8% |
| ALLSPRING PREC METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | $226K | 5.3% |
| TRANSAMERICA FUTUREFOCUS 2055 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 660 | Pooled Separate Account | $211K | 5.0% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $188K | 4.4% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $187K | 4.4% |
| TRANSAMERICA FUTUREFOCUS 2060 W AME TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 091 | Pooled Separate Account | $155K | 3.6% |
| TRANSAMERICA FUTUREFOCUS 2050 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 659 | Pooled Separate Account | $154K | 3.6% |
| TRANSAMERICA ASSET ALLOC INTERMEDIA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 386 | Pooled Separate Account | $129K | 3.0% |
| TRANSAMERICA FUTUREFOCUS 2045 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 658 | Pooled Separate Account | $104K | 2.4% |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $98K | 2.3% |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | $92K | 2.2% |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | $81K | 1.9% |
| TRANSAMERICA FUTUREFOCUS 2040 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 657 | Pooled Separate Account | $73K | 1.7% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | $68K | 1.6% |
| LORD ABBETT DEVELOPING GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 382 | Pooled Separate Account | $53K | 1.2% |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | $51K | 1.2% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | $50K | 1.2% |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | $50K | 1.2% |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $37K | 0.9% |
| TRANSAMERICA FUTUREFOCUS 2035 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 656 | Pooled Separate Account | $16K | 0.4% |
| TRANSAMERICA FUTUREFOCUS IN RET W A TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 661 | Pooled Separate Account | $15K | 0.4% |
| TRANSAMERICA FUTUREFOCUS 2025 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 654 | Pooled Separate Account | $14K | 0.3% |
| TRANSAMERICA FUTUREFOCUS 2065 W AME TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 446 | Pooled Separate Account | $3K | <0.1% |
| T. ROWE PRICE RETIREMENT BALANCED R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 491 | Pooled Separate Account | $134 | <0.1% |
| TRANSAMERICA ASSET ALLOC SHORT/INTE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 388 | Pooled Separate Account | $61 | <0.1% |
| TRANSAMERICA ASSET ALLOC LONG HORIZ TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 387 | Pooled Separate Account | $42 | <0.1% |
| TRANSAMERICA ASSET ALLOC SHORT HORI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 385 | Pooled Separate Account | $23 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2030 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 485 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2055 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 490 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2050 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 489 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2045 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 488 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2040 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 487 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2035 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 486 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2060 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 745 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS 2025 W AME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 484 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA FUTUREFOCUS IN RET W A TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 480 | Pooled Separate Account | $0 | <0.1% |
