Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Transamerica LifeGoal(SM) Retirement Fund in their Schedule of Assets, totaling $16.6M 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 | SEMINOLE TRIBE OF FLORIDA SEMINOLE TRIBE OF FLORIDA 401(K) PLAN | HOLLYWOOD FL | 2,352 | $202.7M | $11.3M |
| 2 | REXAIR LLC REXAIR LLC RETIREMENT SAVINGS & INVESTMENT PLAN | TROY MI | 198 | $39.0M | $3.8M |
| 3 | CIS SECURE COMPUTING, INC. CIS SECURE COMPUTING, INC. 401(K) PROFIT SHARING PLAN |
ASHBURN VA |
| 280 |
| $30.1M |
| $1.5M |
| 4 | PLAN PROFESSIONALS, LLC PREMIER 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 5,269 | $16.6M | $3K |
