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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard: 500 Index Adm | Other securities | — | — | $5.3M | 17.8% | |
| One Choice 2030 Instl | Other securities | — | — | $2.1M | 7.1% | |
| One Choice 2040 Instl | Other securities | — | — | $2.0M | 6.8% | |
| One Choice 2045 Instl | Other securities | — | — | $1.9M | 6.2% | |
| Guaranteed Account * Transamerica Life Insurance Co. Guaranteed Investment Option | Common Stock | — | — | $1.6M | 5.3% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $1.5M | 4.9% | |
| One Choice 2050 Instl | Other securities | — | — | $1.5M | 4.9% | |
| One Choice in Retirement Instl | Other securities | — | — | $1.3M | 4.3% | |
| American Century American Century One Ch In Rtment I | Other securities | — | — | $1.3M | 4.3% | |
| One Choice 2035 Instl | Other securities | — | — | $1.2M | 4.1% | |
| Parnassus Core Equity Instl | Other securities | — | — | $1.2M | 3.9% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $1.1M | 3.6% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $1.1M | 3.6% | |
| AB Lg Cap Gr Z | Other securities | — | — | $1.0M | 3.4% | |
| Small Cap Index Adm | Other securities | — | — | $1.0M | 3.4% | |
| One Choice 2055 Instl | Other securities | — | — | $984K | 3.3% | |
| Inflation-Protected Secs Adm | Other securities | — | — | $933K | 3.1% | |
| Short Term Investment Grade Adm | Other securities | — | — | $925K | 3.1% | |
| American Century: One Choice 2025 Instl | Mutual Funds | — | — | $916K | 3.0% | |
| Vanguard Total Bd Mkt Index Adm | Other securities | — | — | $775K | 2.6% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $704K | 2.3% | |
| American Funds EuroPacific Growth Fund R6 | Other securities | — | — | $622K | 2.1% | |
| Invesco Convertible Securities R6 | Other securities | — | — | $402K | 1.3% | |
| Federated MDT Small Cap Growth Instl | Other securities | — | — | $370K | 1.2% | |
| Small Cap Value R6 | Other securities | — | — | $286K | 1.0% | |
| One Choice 2060 Instl | Other securities | — | — | $278K | 0.9% | |
| Participants Notes Receivable (4.25% to 9.50%) | Bonds / Notes | — | — | $118K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
