Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds 2025 TD Pooled separate account - in their Schedule of Assets, totaling $14.7M 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 | $2.8M |
| 2 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $2.2M |
| 3 | PEOPLE ENCOURAGING PEOPLE, INC. PEP, INC. EMPLOYEES' 401(K) PLAN |
BALTIMORE MD |
| 193 |
| $8.4M |
| $1.6M |
| 4 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 412 | $18.0M | $1.2M |
| 5 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $1.2M |
| 6 | TROPIC SUPPLY, INC. TROPIC SUPPLY, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 263 | $12.2M | $944K |
| 7 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $881K |
| 8 | MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS MOODY'S CO-WORKER OWNED, INC. 401(K) PLAN | GORHAM ME | 262 | $7.8M | $872K |
| 9 | THE WARRELL CORPORATION THE WARRELL CORPORATION 401(K) PLAN | CAMP HILL PA | 102 | $5.2M | $866K |
| 10 | SAVE ON SP LLC SAVE ON SP 401(K) PLAN | BUFFALO NY | 210 | $8.9M | $566K |
