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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASS MUTUAL | 04-1590850 | — | INVESTMENT ADVISORY- PLAN | $6K | — |
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.
| % of plan | |||
|---|---|---|---|
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | $1.9M | 10.7% |
| JPMORGAN U.S. EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 297 | Pooled Separate Account | $1.5M | 8.5% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $1.2M | 6.9% |
| STATE STREET PTNR W/ TRS GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | $1.1M | 6.1% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $1.1M | 5.9% |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | $1.0M | 5.9% |
| PGIM JENNISON MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 542 | Pooled Separate Account | $735K | 4.1% |
| STATE STREET PTNR W/ TRS MD GR RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | $648K | 3.6% |
| STATE STREET PTNR W/ TRS CONSV RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | $637K | 3.6% |
| DELAWARE IVY SCIENCE & TECH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 271 | Pooled Separate Account | $563K | 3.2% |
| PIONEER STRATEGIC INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 474 | Pooled Separate Account | $525K | 3.0% |
| NEUBERGER BERMAN SCLLY RESP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 300 | Pooled Separate Account | $501K | 2.8% |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | $361K | 2.0% |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | $240K | 1.3% |
| MFS INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | $228K | 1.3% |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | $182K | 1.0% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 508 | Pooled Separate Account | $134K | 0.8% |
| TEMPLETON GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | $108K | 0.6% |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $107K | 0.6% |
| FRANKLIN SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | $93K | 0.5% |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 379 | Pooled Separate Account | $84K | 0.5% |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | $65K | 0.4% |
| STATE STREET RUSSELL SM CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | $56K | 0.3% |
| DFA EMERGING MKT PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 525 | Pooled Separate Account | $40K | 0.2% |
| INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | $39K | 0.2% |
| PGIM JENNISON NATURAL RES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 272 | Pooled Separate Account | $10K | <0.1% |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | $3K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M GREEN & COMPANY LLP | 94-1683129 | — | AUDIT | $18K | — |
