Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds 2065 TD Pooled separate account - in their Schedule of Assets, totaling $3.8M 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 | AJAX TURNER CO., INC. AJAX TURNER CO., INC. 401K PROFIT SHARING PLAN | LAVERGNE TN | 250 | $28.2M | $586K |
| 2 | LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE AK | 152 | $20.7M | $554K |
| 3 | 4LEAF, INC. 4LEAF, INC. 401(K) PROFIT SHARING PLAN |
PLEASANTON CA |
| 412 |
| $18.0M |
| $383K |
| 4 | ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST | OAKDALE MN | 275 | $18.1M | $379K |
| 5 | SAVE ON SP LLC SAVE ON SP 401(K) PLAN | BUFFALO NY | 210 | $8.9M | $336K |
| 6 | GRIFFON AEROSPACE, INC. GRIFFON AEROSPACE, INC. 401K PLAN | MADISON AL | 174 | $8.9M | $296K |
| 7 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $247K |
| 8 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $153K |
| 9 | MURDOCK CHEVROLET AUTO GROUP MURDOCK CHEVROLET 401(K) PLAN | WOODS CROSS UT | 393 | $9.3M | $151K |
| 10 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $127K |
