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 | 39-0989781 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | 93-0987232 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA · EIN 39-0989781 / PN 086 | Pooled Separate Account | $2.6M | 9.9% |
| TRANSAMERICA PARTNERS STOCK INDEX TRANSAMERICA · EIN 39-0989781 / PN 587 | Pooled Separate Account | $2.5M | 9.6% |
| Indirect comp |
|---|
| CHARLES MCDONOUGH ACCOUNTANCY CORP | 95-2820500 | TORRANCE, CA | AUDIT | $35K | — |
| INVESCO DIVERSIFIED DIVIDEND TRANSAMERICA · EIN 39-0989781 / PN 579 |
Pooled Separate Account |
| $2.4M |
| 9.2% |
| VANGUARD SMALLCAP GROWTH INDEX TRANSAMERICA · EIN 39-0989781 / PN 106 | Pooled Separate Account | $2.4M | 9.1% |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA · EIN 39-0989781 / PN 122 | Pooled Separate Account | $1.9M | 7.3% |
| MORGAN STANLEY GROWTH OPPORTUNITIES TRANSAMERICA · EIN 39-0989781 / PN 167 | Pooled Separate Account | $1.8M | 6.8% |
| AMERICAN FUNDS BALANCED TRANSAMERICA · EIN 39-0989781 / PN 232 | Pooled Separate Account | $1.2M | 4.4% |
| AMERICAN CENTURY GOVERNMENT BOND TRANSAMERICA · EIN 39-0989781 / PN 355 | Pooled Separate Account | $1.1M | 4.0% |
| AMERICAN FUNDS EUROPACIFIC GROWTH TRANSAMERICA · EIN 39-0989781 / PN 068 | Pooled Separate Account | $829K | 3.1% |
| PIONEER FUNDAMENTAL GROWTH TRANSAMERICA · EIN 39-0989781 / PN 600 | Pooled Separate Account | $807K | 3.1% |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA · EIN 39-0989781 / PN 259 | Pooled Separate Account | $535K | 2.0% |
| AMERICAN CENTURY MID CAP VALUE TRANSAMERICA · EIN 39-0989781 / PN 280 | Pooled Separate Account | $406K | 1.5% |
| AEGON US HIGH YIELD TRANSAMERICA · EIN 39-0989781 / PN 508 | Pooled Separate Account | $366K | 1.4% |
| TA LIFEGOAL 2035 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 050 | Pooled Separate Account | $324K | 1.2% |
| INVESCO SMALL CAP EQUITY TRANSAMERICA · EIN 39-0989781 / PN 533 | Pooled Separate Account | $320K | 1.2% |
| TEMPLETON GLOBAL BOND TRANSAMERICA · EIN 39-0989781 / PN 313 | Pooled Separate Account | $301K | 1.1% |
| TA VANGUARD REIT INDEX TRANSAMERICA · EIN 39-0989781 / PN 099 | Pooled Separate Account | $224K | 0.8% |
| STATE STREET S&P MID CAP INDEX TRANSAMERICA · EIN 39-0989781 / PN 036 | Pooled Separate Account | $172K | 0.7% |
| STATESTREET W/TA CONSERVATIVE RET TRANSAMERICA · EIN 39-0989781 / PN 503 | Pooled Separate Account | $161K | 0.6% |
| TA LIFEGOAL 2050 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 113 | Pooled Separate Account | $147K | 0.6% |
| TA LIFEGOAL RET WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 047 | Pooled Separate Account | $116K | 0.4% |
| BLACK ROCK HEALTH SCIENCES TRANSAMERICA · EIN 39-0989781 / PN 365 | Pooled Separate Account | $102K | 0.4% |
| DELAWARE IVY SCIENCE & TECHNOLOGY TRANSAMERICA · EIN 39-0989781 / PN 271 | Pooled Separate Account | $77K | 0.3% |
| TA LIFEGOAL 2025 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 049 | Pooled Separate Account | $70K | 0.3% |
| TA LIFEGOAL 2055 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 505 | Pooled Separate Account | $64K | 0.2% |
| TA LIFEGOAL 2030 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 111 | Pooled Separate Account | $36K | 0.1% |
| STATESTREET W/TA MODERATE GROWTH TRANSAMERICA · EIN 39-0989781 / PN 504 | Pooled Separate Account | $33K | 0.1% |
| TA LIFEGOAL 2060 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 612 | Pooled Separate Account | $20K | <0.1% |
| STATESTREET W/TA AGGRESSIVE GROWTH TRANSAMERICA · EIN 39-0989781 / PN 502 | Pooled Separate Account | $19K | <0.1% |
| TA LIFEGOAL 2045 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 051 | Pooled Separate Account | $10K | <0.1% |
| TA LIFEGOAL 2040 WITH BLACKROCK TRANSAMERICA · EIN 39-0989781 / PN 112 | Pooled Separate Account | $3K | <0.1% |
