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 | — | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2035 Instl | Mutual Funds | — | — | $781K | 13.6% | |
| PIMCO RealPath Blend Inc Instl | Mutual Funds | — | — | $709K | 12.4% | |
| PIMCO RealPath Blend 2030 Instl | Mutual Funds | — | — | $705K | 12.3% | |
| PIMCO RealPath Blend 2025 Instl | Mutual Funds | — | — | $563K | 9.8% | |
| PIMCO RealPath Blend 2040 Instl | Mutual Funds | — | — | $424K | 7.4% | |
| PIMCO RealPath Blend 2045 Instl | Mutual Funds | — | — | $411K | 7.2% | |
| PIMCO RealPath Blend 2050 Instl | Mutual Funds | — | — | $287K | 5.0% | |
| T. Rowe Price T. Rowe Price Spectrum Mod Gr Alloc 107 Vanguard 500 Index Adm | Common Collective Trusts | — | — | $272K | 4.7% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $198K | 3.5% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $161K | 2.8% | |
| PIMCO RealPath Blend 2055 Instl | Mutual Funds | — | — | $133K | 2.3% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $123K | 2.1% | |
| Fidelity Total Bond | Mutual Funds | — | — | $123K | 2.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $118K | 2.1% | |
| Standard Stable Asset Fund II | Other securities | — | — | $107K | 1.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $88K | 1.5% | |
| Russell iShares Russell Small/Mid-Cap Idx K | Common Collective Trusts | — | — | $86K | 1.5% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $85K | 1.5% | |
| American Beacon American Beacon Intn'l Equities R5 | Other securities | — | — | $59K | 1.0% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard LifeStrategy Consv Gr 104 Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $32K | 0.6% | |
| Calvert US Lg cp Core Responsible Idx I | Common Collective Trusts | — | — | $30K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 8.00% | Bonds / Notes | — | — | $26K | 0.5% | |
| Pax World Pax World Gl Envrnmntl Mkt Instl | Other securities | — | — | $24K | 0.4% | |
| T. Rowe Price T. Rowe Price QM US Small-Cap Gr Eq | Other securities | — | — | $23K | 0.4% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $20K | 0.3% | |
| PIMCO Intl Bond (USD-Hdg) Instl | Mutual Funds | — | — | $17K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Goldman Sachs Goldman Sachs Intl Sm cp Insights I | Other securities | — | — | $6K | 0.1% | |
| Calvert Small Cap I | Other securities | — | — | $5K | <0.1% | |
| State Street State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $4K | <0.1% | |
| Pimco StocksPLUS Small Inst | Mutual Funds | — | — | $4K | <0.1% | |
| Eaton Vance Eaton Vance High Inc Opp I | Common Stocks | — | — | $2K | <0.1% | |
| PIMCO RealPath Blend 2060 Instl | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
