Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Stock Index R in their Schedule of Assets, totaling $5.4M 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 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $4.7M |
| 2 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $720K |
| 3 | MOUNTAIN PROJECTS, INC. MOUNTAIN PROJECTS, INC. TAX DEFERRED ANNUITY PLAN |
WAYNESVILLE NC |
| 148 |
| $3.6M |
| $1K |
