Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica LifeGoal 2040 Fund in their Schedule of Assets, totaling $4.5M 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 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $2.6M |
| 2 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $1.0M |
| 3 | SIB MIDCO, LLC SIB 401(K) PLAN | CHARLESTON |
| 233 |
| $14.1M |
| $934K |
