Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica LifeGoal(SM) 2025 Fund Common/Collective Trust in their Schedule of Assets, totaling $6.0M 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 | IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK NJ | 646 | $182.3M | $3.2M |
| 2 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $973K |
| 3 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN |
CHESTNUT HILL MA |
| 218 |
| $43.3M |
| $908K |
| 4 | CHARLES DAHER'S COMMONWEALTH MOTORS CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN | LAWRENCE MA | 216 | $17.2M | $571K |
| 5 | SUNRISE DETOXIFICATION CENTER, LLC SUNRISE DETOXIFICATION CENTER, LLC 401(K) PLAN | LAKE WORTH FL | 331 | $8.1M | $336K |
