Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica Stbl Val Focus Op | Common Stock | — | — | $2.5M | 10.3% | |
| Value of Interest in Registered Investment Companies Vanguard Growth Index Adm | Other securities | — | — | $2.3M | 9.5% | |
| Columbia Dividend Inc Inst3 | Common Stock | — | — | $2.1M | 8.5% | |
| PIMCO Total Return Instl | Other securities | — | — | $1.6M | 6.7% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $1.6M | 6.5% | |
| Amundi Pioneer Strategic Income Y | Other securities | — | — | $1.4M | 5.8% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $1.2M | 5.1% | |
| Vanguard Mid-Cap Value Index Admiral | Other securities | — | — | $963K | 4.0% | |
| T. Rowe Price T. Rowe Price U.S. Equity Research | Other securities | — | — | $955K | 3.9% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $930K | 3.8% | |
| Vanguard Value Index Adm | Other securities | — | — | $697K | 2.9% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $678K | 2.8% | |
| Vanguard International Value Inv | Other securities | — | — | $568K | 2.3% | |
| Vanguard Intl Val Fund | Other securities | — | — | $568K | 2.3% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $550K | 2.3% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $485K | 2.0% | |
| American Funds American Funds EuroPacific Gr R6 | Other securities | — | — | $447K | 1.8% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $410K | 1.7% | |
| Vanguard Small Cap Growth Index Admiral | Other securities | — | — | $404K | 1.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $403K | 1.7% | |
| range from February 2025 to September 2029) | Other securities | — | — | $403K | 1.7% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $390K | 1.6% | |
| Vanguard REIT Index Adm | Common Stock | — | — | $321K | 1.3% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $297K | 1.2% | |
| American Funds American Funds New World R6 | Other securities | — | — | $282K | 1.2% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $280K | 1.2% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $239K | 1.0% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $221K | 0.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $212K | 0.9% | |
| Vanguard Small Cap Value Index Admiral | Other securities | — | — | $168K | 0.7% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $136K | 0.6% | |
| Blackrock Global Allocation Instl | Other securities | — | — | $124K | 0.5% | |
| Blackrock Glbl Alloc I | Other securities | — | — | $124K | 0.5% | |
| Vanguard Target Retirement 2070 Inv | Other securities | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
