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Original filing (PDF)20251015124501NAL0009292178002
TRANSAMERICA CORPORATION
Form 5500
FILING_RECEIVED
TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
7,764
Accounts w/ balance
13,910
Plan assets (EOY)
$2.7B
Net assets (EOY)
$2.7B
How this plan invests
This plan
17 pooled trusts
Schedule D
71 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSAMERICA CORPORATION.
Plan sponsor
Name
TRANSAMERICA CORPORATION
EIN
42-1484983
Address
EMPLOYEE SERVICES · 6400 C ST SW · CEDAR RAPIDS, IA · 52499
Phone
(319) 355-8737
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsBroker
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON CAPITAL, LLC | 81-4841158 | — | SECURITIES BROKER | $15K | — |
| CHECK CAPITAL MANAGEMENT INC | 93-1019439 | — | SECURITIES BROKER | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $11K | — |
| JOSEPH P LUCIA & ASSOCIATES LLC | 26-2909413 | — | SECURITIES BROKER | $9K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | SECURITIES BROKER | $8K | — |
| BRINKER CAPITAL INVESTMENTS LLC | 32-0070947 | — | SECURITIES BROKER | $7K | — |
| VALUE WEALTH MANAGEMENT LLC | 20-8152542 | — | SECURITIES BROKER | $6K | — |
Investments
53 direct securities · 17 pooled funds· $2.7B(99% of reported assets)
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.
Common Collective Trust
$1.8B
17 holdings
Uncategorized
$729.4M
51 holdings
OTHER
$129.4M
1 holding
Mutual Funds
$60.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL CLASS D FIDELITY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $605.8M | 22.3% | |
| Deposits in unallocated contracts in general account Unallocated insurance contract - general account of insurance company Transamerica Financial Life Insurance Company * Stable Fund | — | — | — | $488.5M | 18.0% | |
| WTC-CIF II GR (SERIES 4) WELLINGTON · EIN 04-6913417 / PN 183 | Common Collective Trust | — | — | $417.5M | 15.3% | |
| Personal choice retirement account Self-directed brokerage account | OTHER | — | — | $129.4M | 4.8% | |
| MFS INTL EQUITY CLASS 3A MFS · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $128.8M | 4.7% | |
| SPARTAN EXTENDED MARKET INDEX POOL FIDELITY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $117.1M | 4.3% | |
| BOSTON PANERS LG CAP VAL EQ CLASS D BOSTON PARTNERS · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $95.2M | 3.5% | |
| PRUDENTIAL CORE PLUS BD PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $86.3M | 3.2% | |
| Fidelity US Bond Index Instl Premium | Mutual Funds | — | — | $60.5M | 2.2% | |
| BLACKROCK LP INDEX 2040 FUND W BLACKROCK · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $49.8M | 1.8% | |
| BLACKROCK LP INDEX 2035 FUND W BLACKROCK · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $48.9M | 1.8% | |
| BLACKROCK LP INDEX 2045 FUND W BLACKROCK · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $44.0M | 1.6% | |
| BLACKROCK LP INDEX 2030 FUND W BLACKROCK · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $43.3M | 1.6% | |
| BLACKROCK LP INDEX RETMENT FUND W BLACKROCK · EIN 87-1130620 / PN 001 | Common Collective Trust | — | — | $37.4M | 1.4% | |
| BLACKROCK LP INDEX 2050 FUND W BLACKROCK · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $37.4M | 1.4% | |
| Investments held in Separately Managed Accounts Company Stock Fund Aegon Ltd.* Shares of common stock - 6,298,788 | — | — | — | $37.1M | 1.4% | |
| Vanguard Inflation Protected Secs Instl | — | — | — | $35.3M | 1.3% | |
| SPARTAN TOTAL INTERNATIONAL INDEX P FIDELITY · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $33.1M | 1.2% | |
| Loans to participants with maturities through 2044 Notes receivable from participants* | — | — | — | $24.7M | 0.9% | |
| BLACKROCK LP INDEX 2055 FUND W BLACKROCK · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $23.9M | 0.9% | |
| BLACKROCK LP INDEX 2060 FUND W BLACKROCK · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $12.0M | 0.4% | |
| WR BERKLEY CORP Common Stock - 127,161 shares | — | — | — | $7.4M | 0.3% | |
| GODADDY INC CLASS A Common Stock - 35,722 shares | — | — | — | $7.0M | 0.3% | |
| BLACKROCK LP INDEX 2065 FUND W BLACKROCK · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.2% | |
| Atlanta Capital High Quality SMID Sep Acct STATE STREET Short-term investment fund | — | — | — | $5.5M | 0.2% | |
| CACI INTERNATIONAL INC CL A Common Stock - 12,600 shares | — | — | — | $5.1M | 0.2% | |
| MARKEL GROUP INC Common Stock - 2,756 shares | — | — | — | $4.8M | 0.2% | |
| MORNINGSTAR INC Common Stock - 14,007 shares | — | — | — | $4.7M | 0.2% | |
| BURLINGTON STORES INC Common Stock - 15,275 shares | — | — | — | $4.4M | 0.2% | |
| BOOZ ALLEN HAMILTON HOLDINGS Common Stock - 33,580 shares | — | — | — | $4.3M | 0.2% | |
| CASEY S GENERAL STORES INC Common Stock - 10,894 shares | — | — | — | $4.3M | 0.2% | |
| SEI INVESTMENTS COMPANY Common Stock - 51,461 shares | — | — | — | $4.2M | 0.2% | |
| BROWN + BROWN INC Common Stock - 39,762 shares | — | — | — | $4.1M | 0.1% | |
| DOLBY LABORATORIES INC CL A Common Stock - 50,934 shares | — | — | — | $4.0M | 0.1% | |
| TELEFLEX INC Common Stock - 22,179 shares | — | — | — | $3.9M | 0.1% | |
| APTARGROUP INC Common Stock - 25,080 shares | — | — | — | $3.9M | 0.1% | |
| RPM INTERNATIONAL INC Common Stock - 31,526 shares | — | — | — | $3.9M | 0.1% | |
| LENNOX INTERNATIONAL INC Common Stock - 6,107 shares | — | — | — | $3.7M | 0.1% | |
| CHOICE HOTELS INTL INC Common Stock - 25,861 shares | — | — | — | $3.7M | 0.1% | |
| LKQ CORP Common Stock - 99,153 shares | — | — | — | $3.6M | 0.1% | |
| ARAMARK Common Stock - 94,193 shares | — | — | — | $3.5M | 0.1% | |
| COLUMBIA SPORTSWEAR CO Common Stock - 39,514 shares | — | — | — | $3.3M | 0.1% | |
| WEX INC Common Stock - 18,379 shares | — | — | — | $3.2M | 0.1% | |
| TRANSUNION Common Stock - 33,783 shares | — | — | — | $3.1M | 0.1% | |
| AFFILIATED MANAGERS GROUP Common Stock - 15,592 shares | — | — | — | $2.9M | 0.1% | |
| LANDSTAR SYSTEM INC Common Stock - 16,081 shares | — | — | — | $2.8M | 0.1% | |
| AVERY DENNISON CORP Common Stock - 14,674 shares | — | — | — | $2.7M | 0.1% | |
| IDEX CORP Common Stock - 13,077 shares | — | — | — | $2.7M | 0.1% | |
| JONES LANG LASALLE INC Common Stock - 10,689 shares | — | — | — | $2.7M | <0.1% | |
| NORDSON CORP Common Stock - 11,231 shares | — | — | — | $2.4M | <0.1% | |
| HUNT (JB) TRANSPRT SVCS INC Common Stock - 12,986 shares | — | — | — | $2.2M | <0.1% | |
| TYLER TECHNOLOGIES INC Common Stock - 3,837 shares | — | — | — | $2.2M | <0.1% | |
| ENVISTA HOLDINGS CORP Common Stock - 112,835 shares | — | — | — | $2.2M | <0.1% | |
| BLACKBAUD INC Common Stock - 28,448 shares | — | — | — | $2.1M | <0.1% | |
| FTI CONSULTING INC Common Stock - 10,234 shares | — | — | — | $2.0M | <0.1% | |
| KIRBY CORP Common Stock - 17,256 shares | — | — | — | $1.8M | <0.1% | |
| SERVICE CORP INTERNATIONAL Common Stock - 22,812 shares | — | — | — | $1.8M | <0.1% | |
| ULTA BEAUTY INC Common Stock - 4,006 shares | — | — | — | $1.7M | <0.1% | |
| MANHATTAN ASSOCIATES INC Common Stock - 5,931 shares | — | — | — | $1.6M | <0.1% | |
| BIO TECHNE CORP Common Stock - 21,687 shares | — | — | — | $1.6M | <0.1% | |
| GRACO INC Common Stock - 18,358 shares | — | — | — | $1.5M | <0.1% | |
| BROADRIDGE FINANCIAL SOLUTION Common Stock - 6,752 shares | — | — | — | $1.5M | <0.1% | |
| KINSALE CAPITAL GROUP INC Common Stock - 3,270 shares | — | — | — | $1.5M | <0.1% | |
| POOL CORP Common Stock - 4,354 shares | — | — | — | $1.5M | <0.1% | |
| SIMPSON MANUFACTURING CO INC Common Stock - 8,807 shares | — | — | — | $1.5M | <0.1% | |
| JACK HENRY + ASSOCIATES INC Common Stock - 8,235 shares | — | — | — | $1.4M | <0.1% | |
| FACTSET RESEARCH SYSTEMS INC Common Stock - 2,895 shares | — | — | — | $1.4M | <0.1% | |
| PROSPERITY BANCSHARES INC Common Stock - 15,626 shares | — | — | — | $1.2M | <0.1% | |
| Principal/Blackrock short term investment fund * Short-term investment fund | — | — | — | $1.0M | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |