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 | $54K | — |
| ECONOMIC GROUP PENSION SERVICES, IN | 13-3180178 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $1K | — |
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 |
|---|---|---|---|
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | $2.0M | 29.8% |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | $1.5M | 22.6% |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 |
Pooled Separate Account |
| $744K |
| 10.9% |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | $674K | 9.9% |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | $505K | 7.4% |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | $355K | 5.2% |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | $322K | 4.7% |
| TA BLACKROCK LP INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | $71K | 1.0% |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | $34K | 0.5% |
| PIMCO STOCKSPLUS INTL US DOLLARHEDG TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 909 | Pooled Separate Account | $15K | 0.2% |
| TRANSAMERICA SMARTCOURSE 2055 TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 895 | Pooled Separate Account | $9K | 0.1% |
| BLACKROCK CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 197 | Pooled Separate Account | $6K | <0.1% |
| TRANSAMERICA SMARTCOURSE 2030 TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 890 | Pooled Separate Account | $6K | <0.1% |
| TRANSAMERICA SMARTCOURSE 2040 TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 892 | Pooled Separate Account | $5K | <0.1% |
| BLACKROCK MID-CAP GR EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | $3K | <0.1% |
| JPMORGAN SMARTRETMENT 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 893 | Pooled Separate Account | $3K | <0.1% |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | $3K | <0.1% |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $3K | <0.1% |
| BLACKROCK HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | $2K | <0.1% |
| JPMORGAN SMARTRETMENT 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 889 | Pooled Separate Account | $2K | <0.1% |
| JPMORGAN SMARTRETMENT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 885 | Pooled Separate Account | $938 | <0.1% |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | $623 | <0.1% |
| COLUMBIA DIVIDEND INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 028 | Pooled Separate Account | $470 | <0.1% |
| DFA INTL SMALL CO PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 724 | Pooled Separate Account | $465 | <0.1% |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 121 | Pooled Separate Account | $346 | <0.1% |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | $328 | <0.1% |
| ALLSPRING SPECIAL SM CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | $325 | <0.1% |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | $324 | <0.1% |
| NEUBERGER BERMAN REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 935 | Pooled Separate Account | $322 | <0.1% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $156 | <0.1% |
| STATE STREET RUSSELL SM CP IDX RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | $154 | <0.1% |
| JPMORGAN SMARTRETMENT 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 948 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN CENTURY EMERG MKT RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 024 | Pooled Separate Account | $0 | <0.1% |
