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 | $18K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard: 500 Index Adm | Other securities | — | — | $1.5M | 11.6% | |
| One Choice 2045 Instl | Other securities | — | — | $1.5M | 11.4% | |
| One Choice 2040 Instl | Other securities | — | — | $1.5M | 11.3% | |
| One Choice 2030 Instl | Other securities | — | — | $1.3M | 9.8% | |
| One Choice 2050 Instl | Other securities | — | — | $912K | 6.8% | |
| One Choice 2035 Instl | Other securities | — | — | $821K | 6.2% | |
| American Century: One Choice 2025 Instl | Mutual Funds | — | — | $761K | 5.7% | |
| One Choice in Retirement Instl | Other securities | — | — | $537K | 4.0% | |
| American Century American Century One Ch In Rtment I | Other securities | — | — | $537K | 4.0% | |
| One Choice 2055 Instl | Other securities | — | — | $524K | 3.9% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $510K | 3.8% | |
| Transamerica Life Ins. Co. Guaranteed Investment Option | Common Stock | — | — | $495K | 3.7% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $327K | 2.5% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $327K | 2.5% | |
| LG CAP GR III R1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $306K | 2.3% | |
| Parnassus Core Equity Instl | Other securities | — | — | $306K | 2.3% | |
| Small Cap Index Adm | Other securities | — | — | $281K | 2.1% | |
| Inflation-Protected Secs Adm | Other securities | — | — | $269K | 2.0% | |
| Vanguard Total Bd Mkt Index Adm | Other securities | — | — | $261K | 2.0% | |
| Short Term Investment Grade Adm | Other securities | — | — | $250K | 1.9% | |
| Wilmington Trust WT EuroPacific Gr Trust R1 | Other securities | — | — | $185K | 1.4% | |
| WT EUROPACIFIC GR TRUST R1 WILMINGTON TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $185K | 1.4% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $180K | 1.4% | |
| Invesco Convertible Securities R6 | Other securities | — | — | $148K | 1.1% | |
| One Choice 2060 Instl | Other securities | — | — | $136K | 1.0% | |
| SMALL CAP VAL II I1 WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $101K | 0.8% | |
| Federated MDT Small Cap Growth Instl | Other securities | — | — | $100K | 0.8% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | Common Stock | — | — | $39K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
