Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica RtrOnTrck® 2055 Fund Registered investment company in their Schedule of Assets, totaling $205K 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 | EXCEPTIONAL FAMILY RESOURCES, INC. EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN | SYRACUSE NY | 343 | $3.3M | $205K |
