Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Bond Ret Opt Mutual Fund in their Schedule of Assets, totaling $209K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE SEER TEAM RETIREMENT PLAN | PHILADELPHIA PA | 159 | $11.0M | $153K |
| 2 | TX TEAM REHAB, INC. TX TEAM REHAB, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 172 | $9.3M | $56K |
