Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,157 U.S. retirement plans report holding a Transamerica fund in their Schedule of Assets, totaling $18.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Transamerica position |
|---|---|---|---|---|---|
| 1 | PRIME HEALTHCARE SERVICES, INC. PRIME HEALTHCARE SERVICES, INC. 401(K) PLAN | ONTARIO CA | 32,874 | $1.8B | $1.1B |
| 2 | BANK OF AMERICA CORPORATION STABLE VALUE MASTER TRUST FOR BANK OF AMERICA CORPORATION | CHARLOTTE NC | — | $5.1B | $761.7M |
| 3 | TRANSAMERICA CORPORATION |
CEDAR RAPIDS IA |
| 7,764 |
| $2.7B |
| $488.5M |
| 4 | BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN | ATLANTA GA | 451,512 | $19.3B | $394.5M |
| 5 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $372.4M |
| 6 | CHRISTIANA CARE HEALTH SERVICES INC CHRISTIANA CARE 403(B) PLAN | WILMINGTON DE | 14,679 | $1.9B | $365.8M |
| 7 | SEMINOLE TRIBE OF FLORIDA SEMINOLE INDIAN CASINO 401(K) PLAN | DAVIE FL | 12,764 | $395.8M | $360.3M |
| 8 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $284.3M |
| 9 | FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST | AUSTIN TX | — | $1.5B | $283.6M |
| 10 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $260.3M |
