Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica LifeGoal(SM) 2040 Fd Collective trust fund, variable rate of return @ in their Schedule of Assets, totaling $2.4M 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 | DEROYAL INDUSTRIES, INC. DEROYAL EMPLOYEES' SAVINGS & RETIREMENT PLAN | POWELL TN | 815 | $101.4M | $2.4M |
