David Beatty signed Transamerica Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transamerica Corporation's EIN is 42-1484983.
Download the official 2024 Form 5500 (PDF) for Transamerica Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transamerica Corporation's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING | 30-0282430 | — | FIDUCIARY | $1.5M | — |
| CITIBANK |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5266470 |
| — |
| NONE |
| $45K |
| — |
| KKR PRISMA | 13-2857105 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORP FIXED INC MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $392.6M | $400.2M | 18.2% | |
| AEGON USA INVEST MGMT CIT MASSACHUSETTS FIDELITY TRUST COMPANY · EIN 42-0947998 / PN 001 | Common Collective Trust | — | — | $324.8M | 14.8% | |
| LONG CREDIT BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 831 | Pooled Separate Account | — | $268.6M | $297.2M | 13.5% | |
| U.S. LONG GOV BOND INDEX CLASS A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 182 | Common Collective Trust | — | $281.0M | $265.4M | 12.1% | |
| AEGON LONG CREDIT BOND CIT (1) 17,913,631 units | U.S. Treasuries | — | $231.0M | $210.1M | 9.6% | |
| MERCER ACTIVE INTERMEDIATE CREDIT (1) 18,412,460 units | Other securities | — | $174.1M | $190.0M | 8.6% | |
| MERCER ACT INT CRET FIXED INC PORT MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $190.0M | 8.6% | |
| INTERMEDIATE CREDIT BOND FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 833 | Pooled Separate Account | — | — | $115.6M | 5.3% | |
| AEGON CASH MANAGEMENT (1)(2) 198 units 9 AEGON INTRMEDIATE CRDT BND FND (1)(2) 9,637,191 units | Pooled Separate Accounts | — | $96.4M | $115.6M | 5.3% | |
| Collective trusts AEGON INTERMEDIATE CREDIT BOND CIT (1) 7,084,527 units | U.S. Treasuries | — | $70.8M | $85.0M | 3.9% | |
| SEPARATE ACCOUNT FUND A TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 522 | Pooled Separate Account | — | $17.5M | $48.9M | 2.2% | |
| 20+ YEAR U.S. TREASURY STRIPS INDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 038 | Common Collective Trust | — | $51.4M | $37.9M | 1.7% | |
| AEGON LONG TREASURY STRIPS CIT (1) 3,722,556 units | Common Collective Trusts | — | $52.6M | $29.6M | 1.3% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $29.8M | $29.6M | 1.3% | |
| LONG TREASURY STRIPS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 829 | Pooled Separate Account | — | $39.8M | $29.3M | 1.3% | |
| JPMORGAN US GVT MM - MM 25,062,408 units | Other securities | — | $25.1M | $25.1M | 1.1% | |
| GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 299 | Common Collective Trust | — | $18.0M | $17.3M | 0.8% | |
| BALCERA FUND LTD 12,325 units | Common Stocks | — | $13.4M | $17.2M | 0.8% | |
| Limited partnerships and other investments AG NET LEASE REALTY FUND III, L.P. | Common Stocks | — | $14.3M | $15.9M | 0.7% | |
| Short-term securities GOVERNMENT MONEY MARKET - TRS (1) 14,034,545 units | Cash / Money Market | — | $14.0M | $14.0M | 0.6% | |
| 0.625%, due August 15, 2030 | Bonds / Notes | — | $12.2M | $12.3M | 0.6% | |
| Limited partnerships and other investments KH AGGREGATOR LP 965 KKR AMERICAS FUND XII L.P. | Other securities | — | $8.1M | $12.3M | 0.6% | |
| STEPSTONE AEGON OPPS FUND, L.P. | Other securities | — | $11.3M | $12.1M | 0.6% | |
| 0.625%, due May 15, 2030 | Bonds / Notes | — | $11.9M | $11.9M | 0.5% | |
| LOVELL MINNICK EQUITY PARTNERS IV LP | Other securities | — | $14.2M | $11.0M | 0.5% | |
| 3.875%, due December 31, 2029 | Bonds / Notes | — | $10.3M | $10.5M | 0.5% | |
| METALMARK CAPITAL PARTNERS TE II, L.P. | Other securities | — | $10.5M | $8.9M | 0.4% | |
| due May 15, 2032 | Other securities | — | $8.9M | $8.9M | 0.4% | |
| JPMORGAN US GVT MM - NISA 8,457,442 units | Other securities | — | $8.5M | $8.5M | 0.4% | |
| 1.375%, due November 15, 2040 | Bonds / Notes | — | $7.8M | $7.8M | 0.4% | |
| due February 15, 2032 | Other securities | — | $6.9M | $6.9M | 0.3% | |
| due May 31, 2027 | Other securities | — | $6.6M | $6.7M | 0.3% | |
| GREEN EQUITY INVESTORS VII, L.P. | Other securities | — | $5.2M | $6.6M | 0.3% | |
| due November 30, 2029 | Other securities | — | $5.7M | $5.8M | 0.3% | |
| THE RESOLUTE FUND IV, L.P. (AND AIVS) | Other securities | — | $1.7M | $5.7M | 0.3% | |
| MERIT MEZZANINE FUND VI, L.P. | Other securities | — | $5.6M | $5.6M | 0.3% | |
| BLACKSTONE CAPITAL PARTNERS VII, L.P. | Other securities | — | $4.7M | $5.5M | 0.3% | |
| THE RESOLUTE III CONTINUATION FUND, L.P. | Other securities | — | $5.1M | $5.5M | 0.2% | |
| due February 15, 2036 | Other securities | — | $5.3M | $5.3M | 0.2% | |
| due May 15, 2035 | Other securities | — | $5.3M | $5.3M | 0.2% | |
| due August 15, 2034 | Other securities | — | $5.3M | $5.3M | 0.2% | |
| STRATEGIC PARTNERS FUND VII, L.P. - | Other securities | — | — | $5.0M | 0.2% | |
| due October 31, 2029 | Other securities | — | $4.9M | $4.8M | 0.2% | |
| HARBOURVEST CO-INVESTMENT OPPS FUND L.P. | Common Stocks | — | $2.3M | $4.5M | 0.2% | |
| CARLYLE PARTNERS VI, L.P. (AND AIVS) | Other securities | — | $6.7M | $4.5M | 0.2% | |
| FRANCISCO PARTNERS V-B, L.P. | Other securities | — | $2.5M | $4.5M | 0.2% | |
| APOLLO INVESTMENT FUND VIII, L.P. (AND AIVS) | Other securities | — | $8.4M | $4.4M | 0.2% | |
| TPG PARTNERS VI, L.P. (AND AIVS) | Other securities | — | — | $4.2M | 0.2% | |
| due February 28, 2030 | Other securities | — | $4.2M | $4.1M | 0.2% | |
| APOLLO INVESTMENT FUND IX, L.P. (AND AIVS) | Other securities | — | $3.0M | $4.1M | 0.2% |
