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 FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $34K | — |
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 |
|---|---|---|---|
| COLUMBIA DIVIDEND INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 632 | Pooled Separate Account | $3.0M | 28.0% |
| JPMORGAN LARGE CAP GROWTH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 580 | Pooled Separate Account | $2.7M | 25.1% |
| JPMORGAN CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 329 | Pooled Separate Account | $1.9M | 18.3% |
| MFS INTERNATIONAL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 662 | Pooled Separate Account | $1.0M | 9.8% |
| JPMORGAN LONG DURATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 522 | Pooled Separate Account | $1.0M | 9.7% |
| SSGA S&P MID CAP INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $0 | <0.1% |
| DFA INF-PROTECTED SEC PTF ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD SMALL-CAP INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 772 | Pooled Separate Account | $0 | <0.1% |
| PIMCO REAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 473 | Pooled Separate Account | $0 | <0.1% |
