Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds 2040 TD Pooled separate account - in their Schedule of Assets, totaling $18.6M 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 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 412 | $18.0M | $2.6M |
| 2 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $2.0M |
| 3 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN |
FLORENCE AL |
| 412 |
| $25.8M |
| $1.8M |
| 4 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $1.4M |
| 5 | ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST | OAKDALE MN | 275 | $18.1M | $1.3M |
| 6 | MURDOCK CHEVROLET AUTO GROUP MURDOCK CHEVROLET 401(K) PLAN | WOODS CROSS UT | 393 | $9.3M | $1.2M |
| 7 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 129 | $19.0M | $1.2M |
| 8 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $1.1M |
| 9 | TROPIC SUPPLY, INC. TROPIC SUPPLY, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 263 | $12.2M | $989K |
| 10 | SAVE ON SP LLC SAVE ON SP 401(K) PLAN | BUFFALO NY | 210 | $8.9M | $751K |
