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 | — | RECORD KEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $8.7M | 15.9% | |
| American Funds | Mutual Funds | — | — | $4.5M | 8.3% | |
| American Berstein | Other securities | — | — | $4.5M | 8.2% | |
| American Funds | Mutual Funds | — | — | $4.2M | 7.8% | |
| American Funds | Mutual Funds | — | — | $3.7M | 6.8% | |
| American Funds | Mutual Funds | — | — | $3.2M | 5.9% | |
| Transamerica Life Ins Co | Common Stocks | — | — | $2.7M | 4.9% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 4.4% | |
| American Funds | Mutual Funds | — | — | $2.2M | 4.0% | |
| Columbia | Other securities | — | — | $2.1M | 3.8% | |
| Delaware | Other securities | — | — | $1.4M | 2.5% | |
| Allspring | Other securities | — | — | $1.3M | 2.4% | |
| American Funds | Mutual Funds | — | — | $1.2M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $1.1M | 2.0% | |
| Blackrock | Other securities | — | — | $972K | 1.8% | |
| American Funds | Mutual Funds | — | — | $877K | 1.6% | |
| Delaware Ivy | Other securities | — | — | $771K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $648K | 1.2% | |
| Prudential | Other securities | — | — | $574K | 1.1% | |
| American Funds | Mutual Funds | — | — | $480K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $455K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $453K | 0.8% | |
| American Funds | Mutual Funds | — | — | $372K | 0.7% | |
| American Funds | Mutual Funds | — | — | $259K | 0.5% | |
| American Funds | Mutual Funds | — | — | $109K | 0.2% | |
| Participants | Other securities | — | — | $85K | 0.2% | |
| PIMCO | Mutual Funds | — | — | $52K | <0.1% | |
| State Street | Other securities | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
