Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSEN & FERRIS, APC | 93-2437268 | — | AUDIT | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Value Option Investment contract - | Other securities | — | — | $11.6M | 11.8% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $9.5M | 9.6% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $6.3M | 6.3% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $4.7M | 4.8% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $4.2M | 4.2% | |
| Participant Loans Participant loans; interest at 4.25% - 9.5% - | Bonds / Notes | — | — | $4.1M | 4.1% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $4.0M | 4.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $3.9M | 3.9% | |
| ARTISAN SMALL CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 151 | Pooled Separate Account | — | — | $3.8M | 3.9% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $3.8M | 3.8% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $3.7M | 3.7% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $3.5M | 3.5% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $3.4M | 3.5% | |
| American Funds Growth Fund of America Inv Opt Mutual Fund - | Other securities | — | — | $3.3M | 3.4% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $3.3M | 3.4% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $3.3M | 3.4% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $3.2M | 3.2% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $2.6M | 2.6% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $2.3M | 2.3% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $2.2M | 2.2% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $1.8M | 1.9% | |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $1.7M | 1.7% | |
| Transamerica Asset Alloc Inter Horizon Ret Opt Mutual Fund - | Other securities | — | — | $1.6M | 1.6% | |
| TRANS ASST ALLC INTMD HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | — | — | $1.6M | 1.6% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $1.5M | 1.5% | |
| Amer Funds Fundamental Investors Inv Opt Mutual Fund - | Other securities | — | — | $1.1M | 1.1% | |
| AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $1.1M | 1.1% | |
| Transamerica LongHorznRetOpt Mutual Fund - | Other securities | — | — | $970K | 1.0% | |
| TRANS ASST ALLC LNG HORIZON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | — | — | $970K | 1.0% | |
| BNY MELLON INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 528 | Pooled Separate Account | — | — | $831K | 0.8% | |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | — | — | $779K | 0.8% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $767K | 0.8% | |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $597K | 0.6% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 090 | Pooled Separate Account | — | — | $484K | 0.5% | |
| TA VANGUARD SMALL-CP GR IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $471K | 0.5% | |
| Transamerica Asset Alloc Inter/Long Horiz Ret Opt Mutual Fund - | Other securities | — | — | $435K | 0.4% | |
| TRANS ASST ALLC INTD/LNG HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | — | — | $435K | 0.4% | |
| COLUMBIA DIVIDEND INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $419K | 0.4% | |
| COLUMBIA INC OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 230 | Pooled Separate Account | — | — | $340K | 0.3% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $274K | 0.3% | |
| Transamerica Asset Alloc Short/Inter Horiz Ret Opt Mutual Fund - | Other securities | — | — | $271K | 0.3% | |
| TRANS AST ALLC SH/ITM HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | — | — | $271K | 0.3% | |
| Transamerica ShrtHorznRetOpt Mutual Fund - | Other securities | — | — | $244K | 0.2% | |
| TRANSAMERICA AST ALLC SH HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $244K | 0.2% | |
| FEDERATED HERMES TTL RTN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 766 | Pooled Separate Account | — | — | $189K | 0.2% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $166K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
