Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2020 TD Pooled separate account - in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 129 | $19.0M | $1.1M |
| 2 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $873K |
| 3 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN |
PLEASANTON CA |
| 412 |
| $18.0M |
| $660K |
| 4 | TROPIC SUPPLY, INC. TROPIC SUPPLY, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 263 | $12.2M | $367K |
| 5 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $367K |
| 6 | PEOPLE ENCOURAGING PEOPLE, INC. PEP, INC. EMPLOYEES' 401(K) PLAN | BALTIMORE MD | 193 | $8.4M | $300K |
| 7 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $267K |
| 8 | BOB TURNERS FORD COUNTRY, INC. DBA POWER FORD POWER FORD 401(K) PLAN | ALBUQUERQUE NM | 142 | $2.6M | $112K |
| 9 | THE WARRELL CORPORATION THE WARRELL CORPORATION 401(K) PLAN | CAMP HILL PA | 102 | $5.2M | $45K |
| 10 | LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE AK | 152 | $20.7M | $31K |
