Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Trust Company Transamerica LifeGoal(SM) 2040 Fund in their Schedule of Assets, totaling $435K 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 | AGC OF KENTUCKY THE AGC OF KENTUCKY CONSTRUCTION INDUSTRY 401(K) PLAN | FRANKFORT KY | 213 | $5.8M | $366K |
| 2 | PROPLOGIX, LLC PROPLOGIX, LLC RETIREMENT PLAN | SARASOTA FL | 160 | $3.3M | $69K |
