Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Transamerica Financial Life Insurance Company Transamerica Stable Value Advantage Account (1) in their Schedule of Assets, totaling $1.8M 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 | P.I. & I. MOTOR EXPRESS, INC. KEROLA GROUP 401K PLAN | MASURY OH | 252 | $8.5M | $1.3M |
| 2 | SH FRANCHISING, LLC SH FRANCHISING, LLC 401(K) PLAN | TOWSON MD | 648 | $6.9M | $212K |
| 3 | PHOENIX HOME CARE, INC. PHOENIX HOME CARE, INC. 401(K) PROFIT SHARING PLAN |
SPRINGFIELD MO |
| 1,724 |
| $5.0M |
| $131K |
| 4 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $44K |
| 5 | NOHO HOSPITALITY, LLC NOHO HOSPITALITY 401(K) PLAN | NEW YORK NY | 586 | $2.9M | $20K |
| 6 | TREXTEL LLC TREXTEL LLC 401 K PROFIT SHARING PLAN TRUST | DULUTH GA | 38 | $1.7M | $11K |
| 7 | HOPE HEALTH SYSTEMS INC. HOPE HEALTH SYSTEMS INC. 401K PLAN | WOODLAWN MD | 122 | $1.4M | $10K |
| 8 | CMC CORPORATION CMC CORPORATION 401(K) PLAN | CARY NC | 158 | $920K | $9K |
| 9 | JKB MANAGEMENT, INC. JKB MANAGEMENT, INC. 401(K) PLAN | NEWARK OH | 355 | $2.1M | $4K |
