Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Transamerica Financial Life Ins Co TA Vanguard REIT Index Ret Acct in their Schedule of Assets, totaling $1.1M 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 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 2,809 | $100.5M | $396K |
| 2 | ONONDAGA EMPLOYEE LEASING SERVICES INC EMPLOYEE RETIREMENT SAVINGS PLAN | EAST SYRACUSE NY | 690 | $23.6M | $293K |
| 3 | PINNACLE EMPLOYEE SERVICES, LLC |
EAST SYRACUSE NY |
| 2,521 |
| $34.9M |
| $100K |
| 4 | TWEEZERMAN INTERNATIONAL, LLC TWEEZERMAN INTERNATIONAL 401(K) PLAN | PORT WASHINGTON NY | 126 | $8.4M | $57K |
| 5 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $53K |
| 6 | VALLARTA SUPERMARKETS VALLARTA SUPERMARKETS RETIREMENT PLAN | PACOIMA CA | 1,605 | $4.8M | $48K |
| 7 | PROVEN PARTNERS MANUFACTURING PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN | ELGIN IL | 47 | $2.7M | $46K |
| 8 | AMARILLO COLLEGE OF HAIRDRESSING MILAN INSTITUTE PROFIT SHARING 401(K) PLAN | VISALIA CA | 508 | $8.0M | $38K |
| 9 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,435 | $26.5M | $21K |
| 10 | ADC LTD NM ADC LTD NM 401(K) PLAN | ALBUQUERQUE NM | 354 | $7.0M | $16K |
