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 | $877 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT EQUITY INC. | 33-0384246 | — | TPA | $919 | — |
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 |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $242K | 7.3% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $213K | 6.4% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 |
Pooled Separate Account |
| $192K |
| 5.8% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $174K | 5.2% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $167K | 5.0% |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $127K | 3.8% |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 477 | Pooled Separate Account | $124K | 3.7% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $124K | 3.7% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $105K | 3.1% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | $104K | 3.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $100K | 3.0% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $87K | 2.6% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $78K | 2.3% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $65K | 1.9% |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $59K | 1.8% |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $37K | 1.1% |
| JANUS HENDERSON BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 231 | Pooled Separate Account | $33K | 1.0% |
