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 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY-PLAN | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | Other securities | — | — | $2.4M | 30.0% | |
| Nuveen Lifecycle Index 2045 R6 Registered Investment Company | Other securities | — | — | $957K | 11.9% | |
| Janus Henderson Global Tech and Innovation I Registered Investment Company | Other securities | — | — | $713K | 8.8% | |
| Nuveen Lifecycle Index 2040 R6 Registered Investment Company | Other securities | — | — | $671K | 8.3% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | Other securities | — | — | $479K | 5.9% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | Other securities | — | — | $325K | 4.0% | |
| Nuveen Lifecycle Index 2050 R6 Registered Investment Company | Other securities | — | — | $285K | 3.5% | |
| Fidelity Sm all Cap Index Registered Investment Company | Other securities | — | — | $228K | 2.8% | |
| Nuveen Lifecycle Index Ret Income R6 Registered Investment Company | Other securities | — | — | $222K | 2.8% | |
| MFS Value R3 Registered Investment Company | Other securities | — | — | $199K | 2.5% | |
| Fidelity International Index Registered Investment Company | Other securities | — | — | $189K | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 Registered Investment Company | Other securities | — | — | $156K | 1.9% | |
| Nuveen Lifecycle Index 2030 R6 Registered Investment Company | Other securities | — | — | $142K | 1.8% | |
| Nuveen Lifecycle Index 2035 R6 Registered Investment Company | Other securities | — | — | $110K | 1.4% | |
| Vanguard W ellesley Income Adm Registered Investment Company | Other securities | — | — | $102K | 1.3% | |
| Janus Henderson Enterprise T Registered Investment Company | Other securities | — | — | $97K | 1.2% | |
| DFA US Targeted Value I Registered Investment Company | Other securities | — | — | $85K | 1.1% | |
| DFA Real Estate Securities I Registered Investment Company | Other securities | — | — | $75K | 0.9% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | Other securities | — | — | $73K | 0.9% | |
| Registered Investment Com panies American Century Small Cap Growth R6 Registered Investment Company | Common Stock | — | — | $70K | 0.9% | |
| Nuveen Lifecycle Index 2055 R6 Registered Investment Company | Other securities | — | — | $70K | 0.9% | |
| Participant Loans Interest Rates at (4.25% ~ 9.50% ) $0 | Bonds / Notes | — | — | $67K | 0.8% | |
| Group Annuity Contract * Transam erica Stable Value Core Option Group Annuity Contract | Common Stock | — | — | $63K | 0.8% | |
| American Funds New W orld R6 Registered Investment Company | Other securities | — | — | $45K | 0.6% | |
| BlackRock Total Return K Registered Investment Company | Other securities | — | — | $44K | 0.5% | |
| Nuveen Core Plus Bond R6 Registered Investment Company ** 80 Nuveen Lifecycle Index 2020 R6 Registered Investment Company | Other securities | — | — | $44K | 0.5% | |
| American Funds Inflation Linked Bond R-6 Registered Investment Company | Other securities | — | — | $23K | 0.3% | |
| BlackRock Strategic Global Bond K Registered Investment Company | Other securities | — | — | $17K | 0.2% | |
| Nuveen Lifecycle Index 2025 R6 Registered Investment Company | Other securities | — | — | $6K | <0.1% | |
| Interest-Bearing Cash DVFD CASH RSRV Interest-Bearing Cash | Cash / Money Market | — | — | $5K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Registered Investment Company | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
