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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTING | 81-0635433 | — | ADVISORY | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $1.7M | 15.3% | |
| American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $1.6M | 14.9% | |
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $1.4M | 13.1% | |
| American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $1.1M | 10.2% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $707K | 6.5% | |
| Fidelity 500 Index | Other securities | — | — | $659K | 6.1% | |
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $526K | 4.9% | |
| Vanguard US Growth Admirl | Other securities | — | — | $523K | 4.8% | |
| American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $478K | 4.4% | |
| Fidelity Mid Cap Index | Other securities | — | — | $316K | 2.9% | |
| MFS Mid Cap Value R6 33 * Transamerica Stable Value Strategy Option | Other securities | — | — | $306K | 2.8% | |
| American Funds American Balanced R6 | Other securities | — | — | $210K | 1.9% | |
| American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $191K | 1.8% | |
| American Funds New Perspective R6 | Other securities | — | — | $152K | 1.4% | |
| JPMorgan Core Bond R6 863 JPMorgan Mid Cap Growth R6 | Other securities | — | — | $138K | 1.3% | |
| American Funds 2015 Trgt Date Retire R6 | Other securities | — | — | $118K | 1.1% | |
| American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $109K | 1.0% | |
| Vanguard Explorer Admiral | Other securities | — | — | $108K | 1.0% | |
| American Funds Inflation Linked Bond R-6 | Other securities | — | — | $108K | 1.0% | |
| Fidelity Small Cap Index | Other securities | — | — | $83K | 0.8% | |
| Fidelity U.S. Bond Index | Other securities | — | — | $82K | 0.8% | |
| Fidelity International Index | Other securities | — | — | $74K | 0.7% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $68K | 0.6% | |
| American Funds EuroPacific Gr R6 | Other securities | — | — | $23K | 0.2% | |
| Hartford Strategic Income R6 | Other securities | — | — | $17K | 0.2% | |
| Franklin Small Cap Value R6 | Other securities | — | — | $12K | 0.1% | |
| American Funds 2065 Trgt Date Retire R6 | Other securities | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
