Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Partners Balanced II Variable* in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH 403(B) PLAN | WESTBURY NY | 49,356 | $10.9B | $2.7M |
| 2 | EXCELLUS HEALTH PLAN INC. EXCELLUS 401(K) PLAN | ROCHESTER NY | 4,359 | $871.6M | $381K |
