Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Transamerica RetireOnTrack 2040 Fund " in their Schedule of Assets, totaling $18.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CPS SOLUTIONS, LLC CPS SOLUTIONS, LLC 401(K) PLAN | MINNETONKA MN | 2,638 | $292.4M | $10.8M |
| 2 | THE NABHOLZ GROUP, INC. NAB PENSION RETIREMENT PLAN & TRUST | CONWAY AR | 1,466 | $155.2M | $4.1M |
| 3 | CPS PUERTO RICO, INC. CPS PUERTO RICO, INC. 1165(E) PLAN |
MINNETONKA MN |
| 123 |
| $9.3M |
| $1.5M |
| 4 | MANHATTAN MECHANICAL SERVICES, INC. MANHATTAN MECHANICAL SERVICES 401(K) PLAN | EAST CHICAGO IN | 160 | $6.2M | $1.4M |
| 5 | OCEAN REEF COMMUNITY ASSOCIATION, INC. OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN | KEY LARGO FL | 113 | $14.8M | $948K |
| 6 | INDEPENDENT PIPE & SUPPLY CORP INDEPENDENT PIPE & SUPPLY CORP 401(K) SAVINGS PLAN | CANTON MA | 98 | $1.7M | $159K |
