Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Transamerica LifeGoal(SM) Retirement Fund in their Schedule of Assets, totaling $6.6M 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 | $2.5M |
| 2 | PLAN PROFESSIONALS, LLC EZCHOICE 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 898 | $39.9M | $1.9M |
| 3 | ACE HOTEL GROUP, LLC ACE HOTEL GROUP 401(K) PLAN |
| 219 |
| $10.7M |
| $1.1M |
| 4 | CHARLES DAHER'S COMMONWEALTH MOTORS CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN | LAWRENCE MA | 216 | $17.2M | $459K |
| 5 | PIONEER PRODUCTS, INC. PIONEER PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RACINE WI | 115 | $8.8M | $445K |
| 6 | MRO CORPORATION MRO CORPORATION 401(K) PLAN | NORRISTOWN PA | 2,957 | $27.7M | $279K |
