Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Small/Mid Cap Value Fund .................... in their Schedule of Assets, totaling $178K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEUMAN & ESSER USA, INC. NEA 401(K) SAVINGS PLAN | KATY TX | 147 | $23.6M | $127K |
| 2 | MOUNTAIN STATE AUTO AUCTION IN MOUNTAIN STATE AUTO AUCTION IN 401(K) PROFIT SHARING PLAN & TRUST | SHINNSTON WV | 1,110 | $12.4M | $31K |
| 3 | FIREMENS ASSOCIATION OF THE STATE OF NEW YORK |
HUDSON NY |
| 120 |
| $4.8M |
| $21K |
