Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Trust Funds * Transamerica LifeGoal(SM) 2025 Fund N/R in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONEIDA NATION ONEIDA NATION ENTERPRISE 401(K) PLAN | ONEIDA WI | 823 | $43.3M | $1.1M |
