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 | $40K | — |
| BENEFIT EQUITY INC. | 33-0384246 | — | RECORDKEEPER | $3K | — |
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 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $1.1M | 12.2% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $782K | 8.7% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 |
Pooled Separate Account |
| $665K |
| 7.4% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $614K | 6.8% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | $550K | 6.1% |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | $539K | 6.0% |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | $351K | 3.9% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $339K | 3.8% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $326K | 3.6% |
| JPMORGAN GOVERNMENT SECURITIES RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | $310K | 3.5% |
| CALVERT EQUITY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 439 | Pooled Separate Account | $263K | 2.9% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $245K | 2.7% |
| AMER FUNDS FUNDAMENTAL INVESTORS IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | $240K | 2.7% |
| TRANSAMERICA MID CAP VAL OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | $218K | 2.4% |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $183K | 2.0% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $134K | 1.5% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | $133K | 1.5% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $116K | 1.3% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | $111K | 1.2% |
| WMC DISCIPLINED US GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | $103K | 1.1% |
| AMERICAN CENTURY SMALL CAP VALUE IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 401 | Pooled Separate Account | $96K | 1.1% |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | $92K | 1.0% |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 143 | Pooled Separate Account | $85K | 0.9% |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $82K | 0.9% |
| BNY MELLON INTERNATIONA CORE EQUITY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 446 | Pooled Separate Account | $72K | 0.8% |
| NEUBERGER BERMAN LARGE CAP VALUE IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 044 | Pooled Separate Account | $64K | 0.7% |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | $62K | 0.7% |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | $61K | 0.7% |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | $59K | 0.7% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $53K | 0.6% |
| AMERICAN CENTURY FOCUSED LG CAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 038 | Pooled Separate Account | $47K | 0.5% |
