Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2065 Fund in their Schedule of Assets, totaling $663K 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 | FLEXCON COMPANY, INC FLEXCON HOLDINGS TRUST RETIREMENT PLAN | SPENCER MA | 977 | $172.7M | $478K |
| 2 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $104K |
| 3 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN |
HYANNIS MA |
| 394 |
| $44.7M |
| $43K |
| 4 | GREENFIELD REHABILITATION AGENCY, INC. GREENFIELD REHABILITATION AGENCY INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 364 | $20.5M | $25K |
| 5 | MAINTHIA TECHNOLOGIES, INC. MAINTHIA TECHNOLOGIES, INC. 401(K) PLAN | CLEVELAND OH | 102 | $15.0M | $9K |
| 6 | ACE HOTEL GROUP, LLC ACE HOTEL GROUP 401(K) PLAN | NEW YORK NY | 219 | $10.7M | $3K |
| 7 | TRANSPORTATION MANAGEMENT CONSULTANTS, INC. TRANSPORTATION SPECIALIST 401(K) & PROFIT SHARING PLAN | KANKAKEE IL | 225 | $6.5M | $2K |
