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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISORY | $7K | — |
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 |
|---|---|---|---|
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $16.5M | 19.4% |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 581 | Pooled Separate Account | $7.9M | 9.3% |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 |
Pooled Separate Account |
| $6.0M |
| 7.1% |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $5.5M | 6.5% |
| MFS VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 713 | Pooled Separate Account | $5.2M | 6.2% |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 666 | Pooled Separate Account | $4.8M | 5.6% |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $3.6M | 4.3% |
| INVESCO MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 253 | Pooled Separate Account | $3.5M | 4.2% |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $2.6M | 3.0% |
| AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | $2.5M | 3.0% |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $2.3M | 2.7% |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $2.0M | 2.4% |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $2.0M | 2.4% |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | $1.9M | 2.3% |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $1.8M | 2.1% |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | $1.5M | 1.7% |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | $1.5M | 1.7% |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $1.4M | 1.7% |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $1.3M | 1.6% |
| TRANSAMERICA INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 607 | Pooled Separate Account | $902K | 1.1% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 508 | Pooled Separate Account | $853K | 1.0% |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $605K | 0.7% |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $559K | 0.7% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $184K | 0.2% |
| TRANSAMERICA SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 478 | Pooled Separate Account | $145K | 0.2% |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $20K | <0.1% |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 547 | Pooled Separate Account | $0 | <0.1% |
