Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2025 TD in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $2.3M |
| 2 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $1.9M |
| 3 | TRAFFIX DEVICES, INC. TRAFFIX 401(K) PLAN |
SAN CLEMENTE CA |
| 296 |
| $14.1M |
| $856K |
| 4 | LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A. LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 172 | $32.9M | $668K |
| 5 | SCITEC, INC. SCITEC, INC. 401(K) RETIREMENT PLAN | PRINCETON NJ | 385 | $60.4M | $391K |
| 6 | FAMSA FAMSA 401(K) PROFIT SHARING PLAN | FARMERS BRANCH TX | 151 | $2.3M | $189K |
| 7 | TRANSLATIONAL DRUG DEVELOPMENT, LLC TD2 401(K) PLAN | SCOTTSDALE AZ | 167 | $13.5M | $172K |
| 8 | FLORIDA HARDWARE LLC FLORIDA HARDWARE LLC 401 (K) PLAN | JACKSONVILLE FL | 235 | $6.5M | $170K |
| 9 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN | WAUKESHA WI | 152 | $15.0M | $98K |
| 10 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $4K |
