Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Transamerica State Street U.S. Bond Index Retirement Account in their Schedule of Assets, totaling $5.9M 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 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $3.4M |
| 2 | AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG IL | 3,439 | $74.7M | $1.5M |
| 3 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN |
MIDVALE UT |
| 2,509 |
| $41.5M |
| $466K |
| 4 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $356K |
| 5 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $238K |
| 6 | CAPITAL HEALTHCARE, PC CAPITAL HEALTHCARE 401(K) PLAN | ALEXANDRIA VA | 108 | $5.9M | $48K |
| 7 | STELLAR COMMUNITIES, L.L.C. STELLAR FAMILY OF COMPANIES 401(K) PLAN | LUBBOCK TX | 103 | $123K | $1K |
