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 | $20K | — |
| INCENTIVE BENEFITS, INC. | 95-4395222 | — | RECORDKEEPER | $1K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2025 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 049 | Pooled Separate Account | $474K | 1.6% |
| TRANSAMERICA LIFEGOAL 2040 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 112 | Pooled Separate Account | $449K | 1.5% |
| MFS MASSACHUSETTS INV GR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 231 |
Pooled Separate Account |
| $379K |
| 1.3% |
| TRANSAMERIC LIFEGOAL 2030 BLACKROCK TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 111 | Pooled Separate Account | $376K | 1.3% |
| TRANSAMERICA LIFEGOAL 2055 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 505 | Pooled Separate Account | $313K | 1.0% |
| TRANSAMERICA LIFEGOAL RT BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 047 | Pooled Separate Account | $210K | 0.7% |
| TRANSAMERICA LIFEGOAL 2045 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 051 | Pooled Separate Account | $181K | 0.6% |
| TRANSAMERICA LIFEGOAL 2050 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 113 | Pooled Separate Account | $174K | 0.6% |
| JP MORGAN EQUITY INCOME TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 302 | Pooled Separate Account | $105K | 0.4% |
| VANGUARD TOTAL STOCK MARKET TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 114 | Pooled Separate Account | $94K | 0.3% |
| TRANSAMERICA LIFEGOAL 2060 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 612 | Pooled Separate Account | $59K | 0.2% |
| TRANSAMERICA LIFEGOAL 2035 BLACKROC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 050 | Pooled Separate Account | $55K | 0.2% |
| ALLSPRING SPECIAL MID CAP VALUE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 249 | Pooled Separate Account | $55K | 0.2% |
| STATE STREET RUSSELL SM CAP INX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 033 | Pooled Separate Account | $45K | 0.1% |
| TA VANGUARD REAL ESTATE INDX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 099 | Pooled Separate Account | $42K | 0.1% |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 313 | Pooled Separate Account | $40K | 0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 259 | Pooled Separate Account | $40K | 0.1% |
| TA SHORT TERM BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 027 | Pooled Separate Account | $39K | 0.1% |
| FIRST EAGLE OVERSEAS TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 291 | Pooled Separate Account | $37K | 0.1% |
| TA SM CAP GROWTH TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 273 | Pooled Separate Account | $31K | 0.1% |
| STATE STREET S&P MID CAP INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 036 | Pooled Separate Account | $29K | <0.1% |
| TRANSAMERICA PART HIGH YIELD BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 434 | Pooled Separate Account | $15K | <0.1% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 258 | Pooled Separate Account | $14K | <0.1% |
| GOLDMAN SACHS TECH OPP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 579 | Pooled Separate Account | $11K | <0.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 068 | Pooled Separate Account | $6K | <0.1% |
| TA VANGUARD INTL VALUE RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 097 | Pooled Separate Account | $5K | <0.1% |
| LOOMIS SAYLES INVEST GRADE BOND RT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 086 | Pooled Separate Account | $4K | <0.1% |
| GOLDMAN SACHS MID CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 147 | Pooled Separate Account | $1K | <0.1% |
| INVESCO INTL SMALL MID CO RET OP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 739 | Pooled Separate Account | $0 | <0.1% |
| TA STABLE VALUE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | <0.1% |
