Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Small/Mid Cap Value R6 in their Schedule of Assets, totaling $6.2M 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 | RIVIAN, LLC RIVIAN, LLC 401(K) PLAN | IRVINE CA | 14,247 | $567.3M | $6.1M |
| 2 | NORTHGATE GONZALEZ MARKETS, INC. NORTHGATE GONZALEZ MARKETS, INC. 401(K) RETIREMENT SAVINGS PLAN | ANAHEIM CA | 7,889 | $125.8M | $39K |
| 3 | NORTH FLORIDA WOMEN'S CARE, P.A. NORTH FLORIDA WOMEN'S CARE, P.A. RETIREMENT PLAN |
TALLAHASSEE FL |
| 79 |
| $13.1M |
| $16K |
| 4 | SHERRIFF-GOSLIN COMPANY SHERRIFF-GOSLIN COMPANY PROFIT SHARING PLAN | BATTLE CREEK MI | 152 | $10.2M | $4K |