Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Life Insurance Company Transamerica LifeGoal 2030 with BlackRck RetOpt in their Schedule of Assets, totaling $2.2M 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 | BEACON SPECIALIZED LIVING SERVICES, INC. BEACON SPECIALIZED LIVING 401(K) PLAN | KALAMAZOO MI | 2,611 | $15.7M | $1.7M |
| 2 | FAITHFUL COMPANION MEMORIALS INC FAITHFUL COMPANION 401K | ROYAL OAK MI | 189 | $2.7M | $444K |
| 3 | MPI ENGINEERED TECHNOLOGIES LLC MPI ENGINEERED TECHNOLOGIES LLC USW INDIANA 401(K) PROFIT SHARING PLAN & TRUST |
VALPARAISO IN |
| 158 |
| $1.2M |
| $79K |
