Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica** Fundamental Investors Retirement Option in their Schedule of Assets, totaling $1.2M 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 | SAN JOSE SHARKS, LLC SAN JOSE SHARKS 401(K) PLAN | SAN JOSE CA | 484 | $39.4M | $1.2M |
