Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | 46-5576228 | — | INVESTMENT ADVISORY-PLAN | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Institutional Nuveen Lifecycle Index 2030 N/R | Other securities | — | — | $4.1M | 13.1% | |
| Institutional Nuveen Lifecycle Index 2040 N/R | Other securities | — | — | $3.7M | 11.9% | |
| Institutional Nuveen Lifecycle Index 2035 N/R | Other securities | — | — | $3.5M | 11.1% | |
| Institutional Nuveen Lifecycle Index 2025 N/R | Other securities | — | — | $3.1M | 10.0% | |
| Vanguard 500 Index Admiral N/R | Other securities | — | — | $2.8M | 9.0% | |
| Institutional Nuveen Lifecycle Index 2045 N/R | Other securities | — | — | $2.2M | 7.0% | |
| Institutional Nuveen Lifecycle Index 2050 N/R | Other securities | — | — | $1.3M | 4.3% | |
| Institutional Nuveen Lifecycle Index 2015 N/R | Other securities | — | — | $1.3M | 4.2% | |
| Admiral Vanguard Mid Cap Index Admiral N/R | Other securities | — | — | $1.0M | 3.2% | |
| Institutional Nuveen Lifecycle Index 2055 N/R | Other securities | — | — | $893K | 2.9% | |
| Institutional Nuveen Lifecycle Index 2020 N/R | Other securities | — | — | $837K | 2.7% | |
| Baird Core Plus Bond N/R | Other securities | — | — | $725K | 2.3% | |
| Institutional Nuveen Lifecycle Index 2060 N/R | Other securities | — | — | $701K | 2.3% | |
| JPMorgan Large Cap Growth N/R | Other securities | — | — | $661K | 2.1% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | Common Stock | — | — | $544K | 1.8% | |
| Fully Benefit Responsive Investment Contract * Transamerica Stable Value Core N/R | Other securities | — | — | $544K | 1.8% | |
| Participants Notes Receivable with interest rates of 3.25% to 9.50% | Bonds / Notes | — | — | $529K | 1.7% | |
| Vanguard Windsor II Admiral N/R | Other securities | — | — | $519K | 1.7% | |
| Vanguard Small Cap Index Admiral N/R | Other securities | — | — | $508K | 1.6% | |
| Index Nuveen Large Cap Growth Index N/R | Other securities | — | — | $491K | 1.6% | |
| Vanguard International Growth N/R | Other securities | — | — | $483K | 1.6% | |
| State Street State Street Global Equity Ex-US N/R | Other securities | — | — | $305K | 1.0% | |
| JPMorgan Government Bond N/R | U.S. Treasuries | — | — | $214K | 0.7% | |
| Vanguard Balanced Index Admiral N/R | Other securities | — | — | $201K | 0.6% | |
| Vanguard Real Estate Index Admiral N/R | Common Stock | — | — | $146K | 0.5% | |
| American Funds American Funds New World N/R | Mutual Funds | — | — | $133K | 0.4% | |
| Blackrock High Yield Bond N/R | Other securities | — | — | $106K | 0.3% | |
| Institutional Nuveen Lifecycle Index 2065 N/R | Other securities | — | — | $88K | 0.3% | |
| Institutional Nuveen Lifecycle Index 2010 N/R | Other securities | — | — | $30K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $7K | <0.1% | |
| Interest Bearing Cash Interest Bearing Cash N/R | Cash / Money Market | — | — | $7K | <0.1% | |
| Nuveen Lifecycle Index Ret Inc Inst N/R | Common Stock | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
