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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMER CENTURY ONE CH TGT 2025 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $7.1M | 14.7% | |
| AMER CENTURY ONE CH TGT 2030 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.8M | 14.1% | |
| AMER CENTURY ONE CH TGT 2035 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.5M | 11.5% | |
| AMER CENTURY IN ONE CH TGT TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.5M | 9.3% | |
| Vanguard 500 Index Adm Registered investment company | Other securities | — | — | $4.3M | 8.9% | |
| Transamerica Guaranteed Inv Option Insurance company general account | Other securities | — | — | $3.1M | 6.4% | |
| AMER CENTURY ONE CH TGT 2040 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.9% | |
| Fidelity Extended Market Index | Other securities | — | — | $1.7M | 3.5% | |
| Pioneer Fundamental Gr Y Registered investment company | Other securities | — | — | $1.5M | 3.0% | |
| AMER CENTURY ONE CH TGT 2045 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| JPMorgan Eq Inc R5 Registered investment company | Common Stock | — | — | $993K | 2.1% | |
| AMER CENTURY ONE CH TGT 2055 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $898K | 1.9% | |
| AMER CENTURY ONE CH TGT 2050 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $813K | 1.7% | |
| Vanguard Total Bd Mkt Index Adm Registered investment company | Other securities | — | — | $693K | 1.4% | |
| JPMorgan Core Plus Bd A Registered investment company | Other securities | — | — | $692K | 1.4% | |
| American Funds New World R5 Registered investment company | Other securities | — | — | $653K | 1.4% | |
| Vanguard Inf-Protected Secs Adm Registered investment company | Other securities | — | — | $600K | 1.2% | |
| Lord Abbett Short Duration Inc R3 Registered investment company | Common Stock | — | — | $574K | 1.2% | |
| Nuveen Intl Eq Index Instl Registered investment company | Other securities | — | — | $510K | 1.1% | |
| BlackRock High Yield Portfolio Instl Registered investment company | Other securities | — | — | $491K | 1.0% | |
| Templeton Glbl Bd Adv Registered investment company | Other securities | — | — | $379K | 0.8% | |
| Pioneer Strategic Inc Y Registered investment company | Common Stock | — | — | $372K | 0.8% | |
| PIMCO Long-Term US Govt A Registered investment company | Other securities | — | — | $365K | 0.8% | |
| Oakmark Intl Investor Registered investment company | Other securities | — | — | $358K | 0.7% | |
| Glenmede Small Cap Eq Adv Registered investment company | Other securities | — | — | $321K | 0.7% | |
| MFS Intl New Discovery R3 Registered investment company | Other securities | — | — | $316K | 0.7% | |
| Janus Henderson Enterprise T Registered investment company | Other securities | — | — | $304K | 0.6% | |
| Allspring Mid Cap Val I Registered investment company | Other securities | — | — | $287K | 0.6% | |
| American Funds American Balanced R6 Registered investment company | Other securities | — | — | $106K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
