Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica LifeGoal 2040 with BlackRock Pooled separate account in their Schedule of Assets, totaling $98K 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 | GERKEN RENT-ALL, INC. GERKEN RENT-ALL 401(K) PLAN | PAOLA KS | 498 | $3.1M | $97K |
| 2 | ALBERTELLI LAW ALBERTELLI LAW 401(K) PLAN | TAMPA FL | 188 | $7.3M | $1K |
