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 Core Bond R4 in their Schedule of Assets, totaling $13.5M 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 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $13.5M |
