Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Transamerica LifeGoal(SM) 2025 Fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REXAIR LLC REXAIR LLC RETIREMENT SAVINGS & INVESTMENT PLAN | TROY MI | 198 | $39.0M | $4.5M |
| 2 | CIS SECURE COMPUTING, INC. CIS SECURE COMPUTING, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 280 | $30.1M | $765K |
| 3 | PLAN PROFESSIONALS, LLC PREMIER 401(K) POOLED EMPLOYER PLAN |
SHREWSBURY NJ |
| 5,269 |
| $16.6M |
| $103K |
