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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISORY | $27K | — |
| 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 |
|---|---|---|---|
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 236 | Pooled Separate Account | $936K | 8.8% |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 581 | Pooled Separate Account | $638K | 6.0% |
| Indirect comp |
|---|
| SUEMORI & INOUYE, INC. | 99-0242337 | — | TPA | $24K | — |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 |
Pooled Separate Account |
| $581K |
| 5.5% |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | $568K | 5.3% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $538K | 5.1% |
| AMERICAN FDS GR FD AMER RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | $513K | 4.8% |
| STATE STREET RUSSELL SM CP IDX RT O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $505K | 4.8% |
| PIONEER STRATEGIC INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 474 | Pooled Separate Account | $505K | 4.8% |
| EATON VANCE ATLANTA CP SMD-CP RT OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | $503K | 4.7% |
| PIMCO TOTAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 312 | Pooled Separate Account | $501K | 4.7% |
| OAKMARK INTERNATIONAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 539 | Pooled Separate Account | $461K | 4.3% |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $455K | 4.3% |
| TA PARTNER HIGH YIELD BD RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $444K | 4.2% |
| MFS INTERNATIONAL VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 518 | Pooled Separate Account | $429K | 4.0% |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $378K | 3.6% |
| TRANS ASSET ALLOC-MD PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 053 | Pooled Separate Account | $367K | 3.5% |
| STATE STREET EMERG MKT IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | $335K | 3.2% |
| OPPENHEIMER MAIN ST MD CP RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 090 | Pooled Separate Account | $274K | 2.6% |
| TA BLACKROCK LP INDEX 2030 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $124K | 1.2% |
| TRANSAMER ASST ALLC-GR PRTF RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 055 | Pooled Separate Account | $120K | 1.1% |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 054 | Pooled Separate Account | $118K | 1.1% |
| TA BLACKROCK LP INDEX 2040 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $103K | 1.0% |
| TRANS ASST ALLC-CNSV PRTF RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 052 | Pooled Separate Account | $84K | 0.8% |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $80K | 0.8% |
| TA BLACKROCK LP INDEX 2055 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $69K | 0.7% |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $48K | 0.5% |
| BLACKROCK GLOBAL ALLOC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | $35K | 0.3% |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $34K | 0.3% |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $17K | 0.2% |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $9K | <0.1% |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $5K | <0.1% |
