Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TD Ameritrade in their Schedule of Assets, totaling $21.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $21.3M |
| 2 | JWD GROUP, INC. JWD GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN | TONAWANDA NY | 227 | $58.7M | $186K |
