Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica RetireOnTrk 2065 with Amer Fds RetOpt in their Schedule of Assets, totaling $30K 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 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $29K |
| 2 | PARK SPRINGS, LLC PARK SPRINGS 401K PLAN | STONE MOUNTAIN GA | 352 | $3.1M | $2K |
