Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica JPMorgan Equity Income Retirement Account in their Schedule of Assets, totaling $359K 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 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $179K |
| 2 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $99K |
| 3 | CAPITAL HEALTHCARE, PC CAPITAL HEALTHCARE 401(K) PLAN |
ALEXANDRIA VA |
| 108 |
| $5.9M |
| $81K |
