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 | $68K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins. Co. Guaranteed Investment Option | Common Stock | — | — | $7.7M | 7.9% | |
| American Funds American Funds Growth Fund of America R6 | Other securities | — | — | $7.7M | 7.9% | |
| Fidelity 500 Index | Other securities | — | — | $7.0M | 7.2% | |
| TIAA Traditional Non-Benefit Responsive | Other securities | — | — | $6.9M | 7.1% | |
| Janus Henderson Balanced T | Other securities | — | — | $6.3M | 6.4% | |
| Nuveen Lg-Cap Gr Inst | Other securities | — | — | $4.1M | 4.2% | |
| American Century American Century Equity Income R6 | Other securities | — | — | $3.8M | 3.9% | |
| CREF Stock | Other securities | — | — | $3.1M | 3.2% | |
| Nuveen Social Choice Eq Instl | Other securities | — | — | $2.4M | 2.4% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth | Other securities | — | — | $2.3M | 2.3% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $2.2M | 2.2% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $2.2M | 2.2% | |
| PIMCO Total Return Instl | Other securities | — | — | $2.1M | 2.2% | |
| Fidelity Adv Strategic Income I | Other securities | — | — | $2.1M | 2.2% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $2.0M | 2.0% | |
| American Funds American Funds New Perspective R6 | Other securities | — | — | $1.9M | 1.9% | |
| CREF Growth Account | Other securities | — | — | $1.9M | 1.9% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $1.8M | 1.9% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $1.8M | 1.9% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $1.8M | 1.8% | |
| Vanguard International Growth Adm | Other securities | — | — | $1.7M | 1.8% | |
| CREF Social Choice Account | Other securities | — | — | $1.6M | 1.7% | |
| Nuveen Money Market Instl | Cash / Money Market | — | — | $1.6M | 1.7% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $1.5M | 1.6% | |
| Fidelity Low-Priced Stock | Other securities | — | — | $1.5M | 1.6% | |
| CREF Equity Index Account | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $1.2M | 1.3% | |
| PIMCO Intl Bond (USD-Hdg) Instl | Other securities | — | — | $1.2M | 1.3% | |
| First Eagle First Eagle Overseas A | Other securities | — | — | $1.2M | 1.3% | |
| American Funds American Funds Small Cap World R6 | Other securities | — | — | $1.2M | 1.2% | |
| Neuberger Berman Neuberger Berman Genesis Tr | Other securities | — | — | $1.1M | 1.2% | |
| Royce Special Equity Inv | Other securities | — | — | $1.0M | 1.1% | |
| JPMorgan Mid Cap Value I | Other securities | — | — | $1.0M | 1.0% | |
| Nuveen Real Estate Sec Inst | Other securities | — | — | $941K | 1.0% | |
| Vanguard Target Retirement Income | Other securities | — | — | $915K | 0.9% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $867K | 0.9% | |
| CREF Global Equities Account | Other securities | — | — | $848K | 0.9% | |
| Vanguard Small Cap Growth Index Adm | Other securities | — | — | $775K | 0.8% | |
| First Eagle First Eagle Global A | Other securities | — | — | $517K | 0.5% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $490K | 0.5% | |
| CREF Core Bond R1 | Other securities | — | — | $433K | 0.4% | |
| Voya Retirement Insurance and Annuity Co. Voya Fixed Plus Account II | Common Stock | — | — | $321K | 0.3% | |
| CREF Inflation-Linked Bond Account | Other securities | — | — | $229K | 0.2% | |
| maturing through December 2036 0 | Other securities | — | — | $176K | 0.2% | |
| TIAA Traditional Benefit Responsive | Other securities | — | — | $176K | 0.2% | |
| CREF Money Market | Cash / Money Market | — | — | $157K | 0.2% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $155K | 0.2% | |
| Transamerica Financial Life Ins. Co. Cash Reserve Account | Cash / Money Market | — | — | $93K | <0.1% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
