Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Financial Life in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $6.0M |
| 2 | PLAN PROFESSIONALS, LLC EZCHOICE 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 898 | $39.9M | $651K |
| 3 | PLAN PROFESSIONALS, LLC AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP |
SHREWSBURY NJ |
| 6,398 |
| $19.1M |
| $217K |
