Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Life Insurance Company AEGON Balanced Ret Opt in their Schedule of Assets, totaling $456K 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 | SCIENTIFIC CONSULTING GROUP, INC. SCIENTIFIC CONSULTING GROUP, INC. PROFIT SHARING PLAN & TRUST | GAITHERSBURG MD | 96 | $21.6M | $367K |
| 2 | CENTRA SOTA COOPERATIVE CENTRA SOTA COOPERATIVE 401(K) PLAN | BUFFALO MN | 185 | $20.6M | $90K |
