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 CO | 39-0989781 | — | RECORDKEEPER | $10K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $600 | — |
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 |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $301K | 23.1% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $203K | 15.6% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $150K | 11.5% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $105K | 8.1% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $72K | 5.6% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $71K | 5.5% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 015 | Pooled Separate Account | $69K | 5.3% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $47K | 3.6% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $34K | 2.6% |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $29K | 2.2% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $26K | 2.0% |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 026 | Pooled Separate Account | $20K | 1.5% |
| TRANSAMERICA PARTNERS HIGH QUALITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 027 | Pooled Separate Account | $18K | 1.4% |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 168 | Pooled Separate Account | $18K | 1.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 009 | Pooled Separate Account | $15K | 1.2% |
| COLUMBIA INCOME OPPORTUNITIES INV O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 228 | Pooled Separate Account | $14K | 1.1% |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $9K | 0.7% |
| COLUMBIA SELECT MID CAP VALUE INV O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 397 | Pooled Separate Account | $8K | 0.6% |
| JPMORGAN GOVERNMENT SECURITIES RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 158 | Pooled Separate Account | $7K | 0.6% |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 106 | Pooled Separate Account | $7K | 0.5% |
| BLACKROCK EQUITY DIVIDEND INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 124 | Pooled Separate Account | $7K | 0.5% |
| AMERICAN CENTURY FOCUSED LARGE CAP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 038 | Pooled Separate Account | $5K | 0.4% |
| AMERICAN FUNDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 023 | Pooled Separate Account | $5K | 0.4% |
| FIDELITY ADVISOR LEVERAGED COMPANY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 072 | Pooled Separate Account | $5K | 0.4% |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 445 | Pooled Separate Account | $4K | 0.3% |
| FRANKLIN UTILITIES INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 045 | Pooled Separate Account | $4K | 0.3% |
| ALLSPRING SMALL COMPANY VALUE INV O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 021 | Pooled Separate Account | $3K | 0.3% |
| THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 131 | Pooled Separate Account | $3K | 0.2% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $3K | 0.2% |
| INVESCO INTERNATIONAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 089 | Pooled Separate Account | $2K | 0.1% |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 150 | Pooled Separate Account | $1K | <0.1% |
| ALGER CAPITAL APPRECIATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 132 | Pooled Separate Account | $1K | <0.1% |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 147 | Pooled Separate Account | $869 | <0.1% |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $791 | <0.1% |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 427 | Pooled Separate Account | $597 | <0.1% |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 091 | Pooled Separate Account | $522 | <0.1% |
| FRANKLIN MUTUAL SHARES INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 017 | Pooled Separate Account | $372 | <0.1% |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 143 | Pooled Separate Account | $202 | <0.1% |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 216 | Pooled Separate Account | $48 | <0.1% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $34 | <0.1% |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 042 | Pooled Separate Account | $4 | <0.1% |
