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 | $65K | — |
| LEGACY BENEFIT SERVICES, LLC | 71-0948945 | — | RECORDKEEPER | $4K | — |
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 |
|---|---|---|---|
| JPMORGAN U.S. SMALL COMPANY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 884 | Pooled Separate Account | $0 | — |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 150 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2015 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 |
Pooled Separate Account |
| $0 |
| — |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 900 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2020 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $0 | — |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 896 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2010 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 842 | Pooled Separate Account | $0 | — |
| TRANSAMERICA INTERNATIONAL EQUITY R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | $0 | — |
| CLEARBRIDGE SMALL CAP GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 879 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2050 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $0 | — |
| ALLSPRING SPECIAL SM CAP VAL RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 945 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2055 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 870 | Pooled Separate Account | $0 | — |
| PIMCO INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 899 | Pooled Separate Account | $0 | — |
| HARTFORD INTERNATIONAL OPPOR RETOPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 946 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2060TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 911 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | $0 | — |
| PIONEER EQUITY INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 907 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS US EQ INSIGHTS RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 772 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2030 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2025 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 844 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2045 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2035 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2040 TRGT DT RTMT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | $0 | — |
| DEUTSCHE REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 943 | Pooled Separate Account | $0 | — |