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 RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $38K | — |
| ACUFF & ASSOCIATES, INC | 62-1477251 | — | RECORDKEEPER | $3K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $225 | — |
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.
| % of plan | |||
|---|---|---|---|
| AMERICAN BEACON STEPHENS MID-CAP GR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY SMALL CAP VALUE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2065 TRGT DATE RETIR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PERSPECTIVE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2010 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2015 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2020 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY MID CAP VALUE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2030 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2035 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2040 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2045 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2050 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2055 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2060 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| ARTISAN INTERNATIONAL SMALL-MID CAP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| DFA REAL ESTATE SECURITIES I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FEDERATED HERMES TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY CAPITAL & INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY GROWTH DISCOVERY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY PURITAN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY SMALL CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY SMALL CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL VALUE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| JHANCOCK INTERNATIONAL GROWTH R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| PIMCO REAL RETURN INST TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD 500 INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD EQUITY-INCOME ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD FEDERAL MONEY MARKET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2025 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 001 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| FIRST HORIZON ADVISORS INC | 62-1254528 | — | INVESTMENT ADVISORY - PL | $47K | — |
