Filings through .
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3 funds of $250K or more; 27 lines in all, holding $1.7M of the plan's $1.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica RetireOnTrack 2030 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $639K | 37.7% |
| Transamerica RetireOnTrack 2050 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $271K | 16.0% |
| Transamerica RetireOnTrack 2020 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $257K | 15.2% |
| Transamerica RetireOnTrack 2040 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $159K | 9.4% |
| Transamerica RetireOnTrack 2025 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $68K | 4.0% |
| Transamerica RetireOnTrack 2035 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $55K | 3.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $38K | 2.3% |
| Transamerica RetireOnTrack 2065 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $24K | 1.4% |
| New Perspective Fund Capital Group · Mutual fund | $21K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.