Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Capital, Inc. Transamerica Balanced II R in their Schedule of Assets, totaling $6K 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 | THE JOFFREY BALLET THE JOFFREY BALLET 403(B) RETIREMENT PLAN | CHICAGO IL | 95 | $6.4M | $6K |
