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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $720 | — |
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $113 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE BANK | 48-0962626 | — | INVESTMENT ADVISORY PLAN | $12K | — |
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 |
|---|---|---|---|
| TRANSAMERICA RETIREONTRK 2010 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | $565K | 20.5% |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $345K | 12.5% |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 606 |
Pooled Separate Account |
| $158K |
| 5.8% |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY158423.09 · EIN 39-0989781 / PN 523 | Pooled Separate Account | $146K | 5.3% |
| TRANSAMERICA RETIREONTRK 2040 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | $139K | 5.1% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $125K | 4.6% |
| TRANSAMERICA RETIREONTRK 2035 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $101K | 3.7% |
| TRANSAMERICA RETIREONTRK 2030 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $99K | 3.6% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $95K | 3.4% |
| TRANSAMERICA RETIREONTRK 2060 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $91K | 3.3% |
| TRANSAMERICA RETIREONTRK 2045 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $89K | 3.2% |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 712 | Pooled Separate Account | $77K | 2.8% |
| TRANSAMERICA RETIREONTRK 2020 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $77K | 2.8% |
| TRANSAMERICA RETIREONTRK 2055 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $76K | 2.8% |
| JANUS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 231 | Pooled Separate Account | $75K | 2.7% |
| TRANSAMERICA RETIREONTRK 2050 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $74K | 2.7% |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $69K | 2.5% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $58K | 2.1% |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 476 | Pooled Separate Account | $56K | 2.0% |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 088 | Pooled Separate Account | $51K | 1.9% |
| TRANSAMERICA RETIREONTRK 2025 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $48K | 1.7% |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $43K | 1.6% |
| INVESCO GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 278 | Pooled Separate Account | $27K | 1.0% |
| JPMORGAN CORE BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 292 | Pooled Separate Account | $27K | 1.0% |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | $15K | 0.5% |
| AMER CENT INFLATION-ADJ BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 266 | Pooled Separate Account | $14K | 0.5% |
| TRANSAMERICA RETIREONTRK 2065 AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 444 | Pooled Separate Account | $5K | 0.2% |
| TRANSAMERICA RETIREONTRK 2015 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | $979 | <0.1% |
