This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $7K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $445 | — |
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 |
|---|---|---|---|
| PRUDENTIAL TOTAL RETURN BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 602 | Pooled Separate Account | $333K | 13.0% |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 614 | Pooled Separate Account | $327K | 12.8% |
| MFS MASSACHUSETTS INV GR STK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 666 | Pooled Separate Account | $302K | 11.8% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $299K | 11.7% |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | $285K | 11.1% |
| DFA GLOBAL EQUITY PORTFOLIO RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 722 | Pooled Separate Account | $101K | 4.0% |
| SSGA INTERNATIONAL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $93K | 3.6% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 727 | Pooled Separate Account | $68K | 2.6% |
| ALLIANCEBERN GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 714 | Pooled Separate Account | $66K | 2.6% |
| FEDERATED HERMES MDT SM CAP GR RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 765 | Pooled Separate Account | $32K | 1.3% |
| DELAWARE IVY MID CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 515 | Pooled Separate Account | $31K | 1.2% |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | $31K | 1.2% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $30K | 1.2% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $29K | 1.1% |
| VICTORY ESTABLISHED VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 613 | Pooled Separate Account | $26K | 1.0% |
| SSGA S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $20K | 0.8% |
