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 | $35K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $450 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| American Fund AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Other securities | — | — | $986K | 9.2% | |
| American Fund AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Other securities | — | — | $918K | 8.6% | |
| American Fund AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Other securities | — | — | $744K | 6.9% | |
| American Fund AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Other securities | — | — | $711K | 6.6% | |
| Vanguard LIFESTRATEGY CNSRV GR INV | Other securities | — | — | $696K | 6.5% | |
| Vanguard 500 INDEX ADMIRAL | Other securities | — | — | $659K | 6.1% | |
| Vanguard LIFESTRATEGY MODERATE GR INV | Other securities | — | — | $585K | 5.5% | |
| American Fund AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Other securities | — | — | $567K | 5.3% | |
| Participant loans Interest at rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $463K | 4.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $461K | 4.3% | |
| American Fund AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Other securities | — | — | $453K | 4.2% | |
| American Fund AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Other securities | — | — | $419K | 3.9% | |
| American Fund AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Other securities | — | — | $398K | 3.7% | |
| Transamerica Life Ins. Co. TRANSAMERICA STABLE VALUE STRATEGY OPTION | Common Stock | — | — | $335K | 3.1% | |
| Legg Mason/Western Asset ClearBridge Intl Gr I | Other securities | — | — | $267K | 2.5% | |
| Clearbridge INTERNATIONAL GROWTH I | Other securities | — | — | $267K | 2.5% | |
| Fidelity OTC | Other securities | — | — | $240K | 2.2% | |
| Parnassus CORE EQUITY INVESTOR | Other securities | — | — | $230K | 2.1% | |
| American Fund AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Other securities | — | — | $218K | 2.0% | |
| Vanguard LIFESTRATEGY GROWTH INV | Other securities | — | — | $192K | 1.8% | |
| JP Morgan JPMORGAN CORE BOND R6 | Other securities | — | — | $183K | 1.7% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $183K | 1.7% | |
| MFS Gr R3 | Other securities | — | — | $176K | 1.6% | |
| Vanguard SMALL CAP INDEX ADM | Other securities | — | — | $164K | 1.5% | |
| Blackrock HIGH YIELD PORTFOLIO INSTL | Other securities | — | — | $154K | 1.4% | |
| Goldman Sachs GOLDMAN SACHS TECHNOLOGY OPPS INST | Other securities | — | — | $129K | 1.2% | |
| John Hancock JHANCOCK DISCIPLINED VALUE MID CAP R6 | Other securities | — | — | $119K | 1.1% | |
| Allspring GOVERNMENT SECURITIES ADM | Other securities | — | — | $113K | 1.0% | |
| Columbia CONTRARIAN CORE INSTL | Other securities | — | — | $92K | 0.9% | |
| American Fund AMERICAN FUNDS AMERICAN BALANCED R6 | Other securities | — | — | $82K | 0.8% | |
| Victory SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $79K | 0.7% | |
| T. Rowe Price T. ROWE PRICE ALL-CAP OPPORTUNITIES INV | Other securities | — | — | $46K | 0.4% | |
| Alliance Bernstein AB SMALL CAP GROWTH ADVISOR | Other securities | — | — | $35K | 0.3% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRAL | Other securities | — | — | $31K | 0.3% | |
| American Fund AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | Other securities | — | — | $24K | 0.2% | |
| American Fund AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | Other securities | — | — | $19K | 0.2% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $10K | <0.1% | |
| Impax SUSTAINABLE ALLOCATION INSTL | Other securities | — | — | $4K | <0.1% | |
| AB SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS WASHINGTON MTL INVS INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 008 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CALVERT EQ INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 439 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS TECH OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE ST PRTN SERIES WITH TA AGGR TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $25K |
| — |
