Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRANSAMERICA SM MID CAP VAL I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOBU GROUP, LLC NOBU 401(K) RETIREMENT PLAN | NEW YORK NY | 808 | $18.2M | $120K |
| 2 | ALIGN COMMUNICATIONS, INC. ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST | NEW YORK NY | 173 | $23.8M | $53K |
| 3 | EAG SERVICES, INC. EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 143 |
| $11.3M |
| $32K |