Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica Financial Life Ins Co TA BlackRock LP Index 2040 Ret Acct in their Schedule of Assets, totaling $3.1M 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 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.5M |
| 2 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $747K |
| 3 | ADC LTD NM ADC LTD NM 401(K) PLAN | ALBUQUERQUE NM |
| 354 |
| $7.0M |
| $648K |
| 4 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $223K |
| 5 | HUDDLE HOUSE INC. HUDDLE HOUSE INC. 401(K) PROFIT SHARING PLAN | SANDY SPRINGS GA | 2,746 | $23.9M | $7K |
