Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica LifeGoal Retirement with BlackRock Retirement Account 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 | AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG IL | 3,439 | $74.7M | $2.7M |
| 2 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $1.3M |
| 3 | ROYAL BATHS MANUFACTURING CO. ASSOCIATIONS OF TEXAS MEP |
HOUSTON TX |
| 264 |
| $7.9M |
| $518K |
