This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | $462K | 22.2% |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 307 | Pooled Separate Account | $313K | 15.1% |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 022 | Pooled Separate Account | $217K | 10.5% |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-2345678 / PN 000 | Pooled Separate Account | $183K | 8.8% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-2345678 / PN 000 | Pooled Separate Account | $173K | 8.3% |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-2345678 / PN 000 | Pooled Separate Account | $149K | 7.2% |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-2345678 / PN 000 | Pooled Separate Account | $137K | 6.6% |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 972 | Pooled Separate Account | $107K | 5.1% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | $58K | 2.8% |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 302 | Pooled Separate Account | $53K | 2.6% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $49K | 2.3% |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 305 | Pooled Separate Account | $44K | 2.1% |
| HARTFORD MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 047 | Pooled Separate Account | $25K | 1.2% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 051 | Pooled Separate Account | $20K | 1.0% |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | $19K | 0.9% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $18K | 0.9% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 975 | Pooled Separate Account | $18K | 0.9% |
| ALLSPRING SPECIAL MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 050 | Pooled Separate Account | $16K | 0.7% |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | $13K | 0.6% |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 304 | Pooled Separate Account | $3K | 0.1% |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 301 | Pooled Separate Account | $2K | 0.1% |
