Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amerfunds 2040 TD Ret SA5W Pooled Separate Account in their Schedule of Assets, totaling $634K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPRINGVALE HEALTH CENTERS, INC. EMPLOYEE BENEFIT PLAN OF SPRINGVALE HEALTH CENTERS, INC. | DOVER OH | 110 | $1.9M | $522K |
| 2 | FLIGHT SYSTEMS INDUSTRIAL PRODUCTS, INC. FLIGHT SYSTEMS INDUSTRIAL PRODUCTS, INC. 401(K) SAVINGS PLAN | CARLISLE PA | 105 | $8.1M | $111K |
