Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Capital, Inc. Transamerica Mid Cap Val Opp R4 in their Schedule of Assets, totaling $7.9M 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 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $3.6M |
| 2 | FLEXCON COMPANY, INC FLEXCON HOLDINGS TRUST RETIREMENT PLAN | SPENCER MA | 977 | $172.7M | $3.4M |
| 3 | EPSTEIN BECKER & GREEN, P.C. |
NEW YORK NY |
| 136 |
| $46.2M |
| $620K |
| 4 | NEW HOPE OF INDIANA, INC. NEW HOPE OF INDIANA, INC. 403(B) PLAN | INDIANAPOLIS IN | 371 | $13.3M | $278K |
