This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 |
|---|---|---|---|
| SS S&P 500 INDEX SEC LEND H AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $681K | 11.7% |
| T. ROWE PRICE RETIRE 2040 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $584K | 10.1% |
| MFS GROWTH ALLOCATION R3 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 |
Pooled Separate Account |
| $437K |
| 7.5% |
| T. ROWE PRICE RETIRE 2050 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $386K | 6.7% |
| SS RUSS SM CAP INDEX SEC LEND AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $323K | 5.6% |
| T. ROWE PRICE RETIRE 2055 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $316K | 5.4% |
| MFS VALUE FUND R3 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $306K | 5.3% |
| JAN HEND GLBL TECH AND INNOV S AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $288K | 5.0% |
| LORD ABBETT SHORT DUR INC CL A AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $256K | 4.4% |
| VIRTUS DUFF & PHELPS RE SEC A AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $245K | 4.2% |
| T. ROWE PRICE RETIRE 2045 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $242K | 4.2% |
| SS S&P MIDCAP IDX SEC LEND III AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $236K | 4.1% |
| STATE ST INTL IDX SEC LEND III AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $163K | 2.8% |
| T. ROWE PRICE RETIRE 2030 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $146K | 2.5% |
| DELAWARE VIP EMERGING MKTS SER AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $142K | 2.4% |
| T. ROWE PRICE RETIRE 2025 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $136K | 2.3% |
| JPMORGAN LARGE CAP GROWTH FUND CL3 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $127K | 2.2% |
| T. ROWE PRICE RETIRE 2060 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $110K | 1.9% |
| BNY MELLON NAT RESOURCES CL A AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $89K | 1.5% |
| AC US GOV MONEY MARKET CL A AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $83K | 1.4% |
| DA FINANCIAL AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $82K | 1.4% |
| MFS MASS INVESTORS TRUST CL A AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $72K | 1.2% |
| TR RETIREMENT 2010 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $63K | 1.1% |
| T. ROWE PRICE GROWTH STOCK ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $41K | 0.7% |
| JANUS HENDERSON BALANCED CL S AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $40K | 0.7% |
| MFS AGGRESSIVE GROW ALLOC R3 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $36K | 0.6% |
| SS US BOND IDX SEC LEND III AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $35K | 0.6% |
| T. ROWE PRICE RETIRE 2035 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $7K | 0.1% |
| STATE ST SH TERM INV CL H AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $3K | <0.1% |
| T. ROWE PRICE RETIRE 2015 ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $1 | <0.1% |
| T. ROWE PRICE RETIRE BAL ADV AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $0 | <0.1% |
| TR RETIREMENT 2020 AMERITAS LIFE OF NY · EIN 13-3758127 / PN 003 | Pooled Separate Account | $0 | <0.1% |
