Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamer LifeGoal 2040 w/BlackRck Ret Opt Pooled Separate Account in their Schedule of Assets, totaling $94K 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 | STERLING BV, INC. STERLING BV, INC. 401(K) PLAN | SAN ANTONIO TX | 946 | $4.2M | $94K |
