Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Life Insurance Co. STATE STEET PRTN SERIES WITH TA AGG GR RETOPT in their Schedule of Assets, totaling $712K 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 | REGULUS GROUP, LLC REGULUS 401(K) | WOODSTOCK VA | 241 | $55.2M | $712K |
