Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Transamerica Transamerica Lifegoal 2040 With Blkrck Ret Act in their Schedule of Assets, totaling $60.1M 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 | $43.0M |
| 2 | PLAN PROFESSIONALS, LLC THE ARGENT WEALTH PEP | SHREWSBURY NJ | 1,752 | $52.3M | $5.9M |
| 3 | ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES |
| 716 |
| $34.3M |
| $5.4M |
| 4 | ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI MS AGC MEP 401(K) PLAN | JACKSON MS | 1,453 | $43.0M | $4.7M |
| 5 | MADERA RESIDENTIAL MADERA RESIDENTIAL 401(K) PLAN | LUBBOCK TX | 481 | $8.2M | $725K |
| 6 | PRINT & GRAPHIC COMMUNICAOTN ASSOCI PRINT AND GRAPHICS RETIREMENT PLAN | AMHERST NY | 322 | $11.5M | $166K |
| 7 | FLEET DRIVER SERVICE, INC. FLEET DRIVER SERVICE, INC. 401(K) PLAN | RUSSELLVILLE AL | 28 | $400K | $64K |
| 8 | NARCORPS SPECIALTIES, LLC NARCORPS SPECIALTIES, LLC RETIREMENT PLAN | SHERIDAN WY | 345 | $555K | $43K |
