Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Lifegoal 2065 in their Schedule of Assets, totaling $25K 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 | ARBUTUS PARK MANOR ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN | JOHNSTOWN PA | 194 | $4.3M | $25K |
