Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TD Ameritrade Trust Company Retirement Advocate Moderate Aggressive Fund in their Schedule of Assets, totaling $6.9M 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 | R.G. BRINKMANN COMPANY R.G. BRINKMANN COMPANY PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 467 | $47.1M | $6.9M |
