Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica* Transamerica LifeGoal 2060 with Blackrock Retirement Account in their Schedule of Assets, totaling $6.5M 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 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $4.8M |
| 2 | ASSOCIATED BUILDERS AND CONTRACTORS, INC., DELAWARE CHAPTER ABC OF DELAWARE 401(K) PLAN | NEW CASTLE DE | 1,269 | $55.2M | $1.1M |
| 3 | MEDICAL SOCIETY OF DELAWARE |
NEWARK DE |
| 147 |
| $20.9M |
| $311K |
| 4 | KRAFT & KENNEDY, INC. KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $20.5M | $177K |
| 5 | ELEMENTAL MANAGEMENT GROUP, LLC ELEMENTAL MANAGEMENT GROUP, LLC 401(K) PLAN | BALDWINSVILLE NY | 254 | $3.5M | $106K |
