Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Short-Term Bond Ret Opt Pooled Separate Account in their Schedule of Assets, totaling $2.3M 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 | NAUTILUS INTERNATIONAL HOLDING CORP NAUTILUS INTERNATIONAL HOLDING CORPORATION PENSION PLAN | LONG BEACH CA | 8 | $31.1M | $2.2M |
| 2 | STERLING BV, INC. STERLING BV, INC. 401(K) PLAN | SAN ANTONIO TX | 946 | $4.2M | $86K |
| 3 | LATARA ENTERPRISE, INC. DBA FOUNDATION LABORATORY |
POMONA CA |
| 205 |
| $7.0M |
| $35K |