Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TransamericaRetOnTrk 2050 with Amer Fds RetOpt in their Schedule of Assets, totaling $4.1M 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 | COMMERCIAL SEWING, INC. COMMERCIAL SEWING, INC.EMPLOYEE SAVINGS AND RETIREMENT PLAN | TORRINGTON CT | 144 | $10.8M | $3.1M |
| 2 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $999K |
