Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES IN | 59-1531281 | — | INVESTMENT ADVISORY PLAN | $36K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 067 | Pooled Separate Account | — | — | $1.4M | 18.7% | |
| MYWAYRETIREMENT INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 066 | Pooled Separate Account | — | — | $1.1M | 14.9% | |
| MYWAYRETIREMENT INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 058 | Pooled Separate Account | — | — | $1.1M | 14.5% | |
| MYWAYRETIREMENT INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 070 | Pooled Separate Account | — | — | $883K | 12.0% | |
| MYWAYRETIREMENT INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 071 | Pooled Separate Account | — | — | $856K | 11.7% | |
| MYWAYRETIREMENT INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 061 | Pooled Separate Account | — | — | $538K | 7.3% | |
| MYWAYRETIREMENT INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069 | Pooled Separate Account | — | — | $345K | 4.7% | |
| MYWAYRETIREMENT INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 059 | Pooled Separate Account | — | — | $247K | 3.4% | |
| Stable Value Fund * Transamerica Stable Value Core Option Group Annuity Contract N/A | Common Stock | — | — | $106K | 1.4% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 367 | Pooled Separate Account | — | — | $73K | 1.0% | |
| BLACKROCK EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 997 | Pooled Separate Account | — | — | $57K | 0.8% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 381 | Pooled Separate Account | — | — | $56K | 0.8% | |
| MYWAYRETIREMENT INDEX 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 371 | Pooled Separate Account | — | — | $40K | 0.5% | |
| MYWAYRETIREMENT INTL VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 241 | Pooled Separate Account | — | — | $27K | 0.4% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 374 | Pooled Separate Account | — | — | $24K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 054 | Pooled Separate Account | — | — | $24K | 0.3% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 383 | Pooled Separate Account | — | — | $23K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 373 | Pooled Separate Account | — | — | $16K | 0.2% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 372 | Pooled Separate Account | — | — | $16K | 0.2% | |
| MYWAYRETIREMENT MID CAP VALUE RET O TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 382 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 366 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 380 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 055 | Pooled Separate Account | — | — | $13K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 379 | Pooled Separate Account | — | — | $13K | 0.2% | |
| BLACKROCK U.S. TIPS INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 357 | Pooled Separate Account | — | — | $13K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 377 | Pooled Separate Account | — | — | $12K | 0.2% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 365 | Pooled Separate Account | — | — | $11K | 0.1% | |
| MYWAYRETIREMENT CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 375 | Pooled Separate Account | — | — | $11K | 0.1% | |
| BLACKROCK U.S. DEBT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUPERIORUSA CORPORATION | 41-1913603 | — | TPA | $2K | — |
