Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s * Transamerica Transamerica LifeGoal(SM) 2040 Fund in their Schedule of Assets, totaling $4.5M 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 | CIS SECURE COMPUTING, INC. CIS SECURE COMPUTING, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 280 | $30.1M | $4.5M |
