Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Transamerica Stable Value | Other securities | — | — | $2.1M | 40.0% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $392K | 7.3% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $366K | 6.8% | |
| AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $351K | 6.6% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $290K | 5.4% | |
| FIDELITY ADV SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $222K | 4.2% | |
| Participant Loans | Participant loans | — | — | $143K | 2.7% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $143K | 2.7% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $134K | 2.5% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 090 | Pooled Separate Account | — | — | $125K | 2.3% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $122K | 2.3% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $119K | 2.2% | |
| FIDELITY ADV LEVERAGED CO STK INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 072 | Pooled Separate Account | — | — | $108K | 2.0% | |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $105K | 2.0% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $83K | 1.6% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $80K | 1.5% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $78K | 1.5% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $52K | 1.0% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $51K | 1.0% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $39K | 0.7% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $32K | 0.6% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $27K | 0.5% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $25K | 0.5% | |
| TRANSAMERICA PTNR CORE BD RT OPT II TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 070 | Pooled Separate Account | — | — | $21K | 0.4% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $19K | 0.4% | |
| COLUMBIA INC OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 228 | Pooled Separate Account | — | — | $19K | 0.3% | |
| FRANKLIN BIOTECH DISCOVERY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 440 | Pooled Separate Account | — | — | $14K | 0.3% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $14K | 0.3% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $8K | 0.2% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $7K | 0.1% | |
| FRANKLIN MTL FINANCIAL SVCS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 059 | Pooled Separate Account | — | — | $7K | 0.1% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $5K | 0.1% | |
| Transamerica Life Transamerica Short-term Bond Ret Opt | Other securities | — | — | $5K | <0.1% | |
| TRANSAMERICA PTNR HIGH QUALITY BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 027 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $317 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
