Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica State Steet Prtn Series with TA Conser RetAcct in their Schedule of Assets, totaling $3.2M 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 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $2.4M |
| 2 | PLAN PROFESSIONALS, LLC THE ARGENT WEALTH PEP | SHREWSBURY NJ | 1,752 | $52.3M | $733K |
