Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Capital, Inc. Transamerica Stock Index R in their Schedule of Assets, totaling $2.4M 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 | MEDCARE SOUTH, LLC MEDCARE SOUTH 401(K) PLAN | ATLANTA GA | 166 | $15.4M | $1.6M |
| 2 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 33 | $16.4M | $837K |
