Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TD Ameritrade Common/Collective Trust Retirement Advocate Moderate Aggr Fund in their Schedule of Assets, totaling $32K 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 | H-J ENTERPRISES, INC. H-J ENTERPRISES EMPLOYEES PROFIT SHARING PLAN | HIGH RIDGE MO | 360 | $19.4M | $32K |
