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 | $11K | — |
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 PTNR LG CORE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 426 | Pooled Separate Account | $531K | 9.0% |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | $521K | 8.9% |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 |
Pooled Separate Account |
| $319K |
| 5.4% |
| TRANSAMERICA FLEX INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | $293K | 5.0% |
| INVESCO DVSF DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | $289K | 4.9% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $273K | 4.6% |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | $268K | 4.6% |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | $264K | 4.5% |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | $246K | 4.2% |
| COLUMBIA DIVIDEND INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | $243K | 4.1% |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | $205K | 3.5% |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | $183K | 3.1% |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | $181K | 3.1% |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 539 | Pooled Separate Account | $170K | 2.9% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $164K | 2.8% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 508 | Pooled Separate Account | $156K | 2.7% |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $137K | 2.3% |
| FEDERATED HERMES MDT SM CAP CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | $135K | 2.3% |
| VICTORY SYCAMORE EST VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | $131K | 2.2% |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $130K | 2.2% |
| STATE STREET PTNR W/ TRS MD GR RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | $97K | 1.7% |
| TRANSAMERICA HIGH YIELD BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | $93K | 1.6% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $90K | 1.5% |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $78K | 1.3% |
| STATE STREET PTNR W/ TRS CONSV RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | $72K | 1.2% |
| PGIM JENNISON UTILITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 273 | Pooled Separate Account | $63K | 1.1% |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $29K | 0.5% |
| STATE STREET PTNR W/ TRS GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | $4K | <0.1% |
| PGIM JENNISON NATURAL RES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 272 | Pooled Separate Account | $4K | <0.1% |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $1K | <0.1% |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $1K | <0.1% |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $0 | <0.1% |
