Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica LifeGoal(SM) 2030 Fund Common/Collective Trust in their Schedule of Assets, totaling $4.3M 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 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $2.8M |
| 2 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $1.1M |
| 3 | SUNRISE DETOXIFICATION CENTER, LLC SUNRISE DETOXIFICATION CENTER, LLC 401(K) PLAN |
LAKE WORTH FL |
| 331 |
| $8.1M |
| $378K |
