Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Ret Solutions Corp Transamerica RetireOnTrack 2025 Fund in their Schedule of Assets, totaling $6.5M 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 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $4.6M |
| 2 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MIAMI FL | 1,172 | $45.3M | $874K |
| 3 | EPSTEIN BECKER & GREEN, P.C. |
NEW YORK NY |
| 136 |
| $46.2M |
| $498K |
| 4 | EYE CENTERS OF AMERICA, LLC EYE CENTERS OF AMERICA 401(K) | BLOOMFIELD NJ | 363 | $15.1M | $494K |
