Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TD Bank Interest Bearing Checking Account in their Schedule of Assets, totaling $10.0M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $4.8M |
| 2 | JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND NJ | 1,746 | $599.4M | $4.1M |
| 3 | JOINT WELFARE FUND LOCAL UNION 164 IBEW |
ROSELAND NJ |
| 2,291 |
| $186.7M |
| $1.1M |