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 | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Pooled Separate Account | Other securities | — | — | $6.0M | 91.2% | |
| Putnam Lg Cap Gr Fund A | Other securities | — | — | $804K | 12.3% | |
| Vanguard Windsor Adm | Other securities | — | — | $670K | 10.2% | |
| Blackrock 80/20 Target Alloc Instl | Other securities | — | — | $549K | 8.4% | |
| State Street State Street Balanced Index K | Other securities | — | — | $509K | 7.8% | |
| Transamerica Investment insurance contracts | Other securities | — | — | $387K | 5.9% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stock | — | — | $387K | 5.9% | |
| Nuveen Lifecycle Index 2030 Inst | Other securities | — | — | $364K | 5.6% | |
| Vanguard Gr Index Adm | Other securities | — | — | $311K | 4.8% | |
| Nuveen Lifecycle Index 2050 Inst | Other securities | — | — | $304K | 4.6% | |
| Nuveen Lifecycle Idx Rt Inc Inst 240 Prudential PGIM Jennison Mid-Cap Gr R6 | Common Stock | — | — | $246K | 3.8% | |
| Nuveen Lifecycle Index 2040 Inst | Other securities | — | — | $201K | 3.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $189K | 2.9% | |
| Participant Loans Interest Rate - 4.25% to 9.50% | Bonds / Notes | — | — | $189K | 2.9% | |
| Nuveen Lifecycle Idx 2060 Instl | Other securities | — | — | $178K | 2.7% | |
| Nuveen Lifecycle Index 2035 Inst | Other securities | — | — | $159K | 2.4% | |
| Fidelity 500 Index | Other securities | — | — | $158K | 2.4% | |
| Vanguard Wellesley Inc Adm | Common Stock | — | — | $147K | 2.2% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $146K | 2.2% | |
| Fidelity U.S. Sustainability Index | Other securities | — | — | $145K | 2.2% | |
| Dodge & Cox Dodge & Cox Inc I | Common Stock | — | — | $126K | 1.9% | |
| Vanguard Total Stock Mkt Index Adm | Other securities | — | — | $115K | 1.8% | |
| Nuveen Lifecycle Index 2045 Inst | Other securities | — | — | $111K | 1.7% | |
| Nuveen Lifecycle Idx 2055 Instl | Other securities | — | — | $109K | 1.7% | |
| Artisan Intl Val Inv | Other securities | — | — | $88K | 1.4% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $86K | 1.3% | |
| Schwab Trsry Infl Prtctd Secs Idx | Other securities | — | — | $76K | 1.2% | |
| Vanguard Emerging Mkt Stock Idx Adm 772 Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $61K | 0.9% | |
| American Funds American Funds New World R6 | Other securities | — | — | $53K | 0.8% | |
| American Funds American Funds Inf Linked Bd R-6 | Other securities | — | — | $49K | 0.7% | |
| Federated Hermes High Yld Bd IS | Other securities | — | — | $36K | 0.5% | |
| Vanguard Val Index Adm | Other securities | — | — | $29K | 0.4% | |
| Fidelity US Bd Index | Other securities | — | — | $28K | 0.4% | |
| Nuveen Lifecycle Index 2025 Inst | Other securities | — | — | $26K | 0.4% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6 | Other securities | — | — | $26K | 0.4% | |
| Vanguard Intmdt-Trm Trs Idx Admiral | Other securities | — | — | $8K | 0.1% | |
| Nuveen Lifecycle Idx 2065 Instl | Other securities | — | — | $7K | 0.1% | |
| Vanguard Total Intl Bd Index Adm | Other securities | — | — | $7K | 0.1% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $5K | <0.1% | |
| Nuveen Intl Eq Index Instl | Other securities | — | — | $5K | <0.1% | |
| Blackrock Strategic Inc Opps Instl | Common Stock | — | — | $4K | <0.1% | |
| Fidelity Intl Sustainability Idx | Other securities | — | — | $4K | <0.1% | |
| Vanguard REIT Index Adm | Common Stock | — | — | $4K | <0.1% | |
| PIMCO Intl Bd (USD-Hdg) Instl | Other securities | — | — | $4K | <0.1% | |
| Principal Real Estate Sec Inst | Other securities | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Index 2020 Inst | Other securities | — | — | $2K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
