Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Transamerica Transamerica Lifegoal Ret With Blackrock Ret Opt in their Schedule of Assets, totaling $2.8M 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 | M S INTERNATIONAL, INC. M S INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 2,093 | $100.2M | $1.2M |
| 2 | THOMPSON CHILD & FAMILY FOCUS THOMPSON CHILD & FAMILY FOCUS 401(K) PLAN | MATTHEWS NC | 403 | $6.2M | $945K |
| 3 | MOODY PRICE, LLC. MOODY PRICE, LLC 401(K) PROFIT SHARING PLAN |
BATON ROUGE LA |
| 107 |
| $16.5M |
| $343K |
| 4 | TEXAS BANK TEXAS BANK 401(K) PLAN | HENDERSON TX | 168 | $8.7M | $203K |
| 5 | CALIFORNIA BOX COMPANY CALIFORNIA BOX COMPANY 401K PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 404 | $7.4M | $135K |
| 6 | PBHK, INC. PBHK, INC. RETIREMENT PLAN | HONOLULU HI | 431 | $7.1M | $22K |
| 7 | THE CENTER FOR CHILDREN WITH SPECIAL NEEDS CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401(K) PLAN | GLASTONBURY CT | 118 | $4.6M | $7K |
