Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica LifeGoal 2035 with BlackRock Ret Opt Mutual Fund in their Schedule of Assets, totaling $696K 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 | TX TEAM REHAB, INC. TX TEAM REHAB, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 172 | $9.3M | $689K |
| 2 | PACIFIC DRIVE-INS LLC PACIFIC DRIVE-INS LLC 401(K) | OCEANSIDE CA | 284 | $413K | $7K |
