Kathleen Harmon signed TD Bank US Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TD Bank US Holding Company's EIN is 01-0437984.
Download the official 2024 Form 5500 (PDF) for TD Bank US Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TD Bank US Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $1.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | — | CHICAGO, IL | NONE | $129K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $820.9M | 13.7% | |
| WILLIAM BLAIR LARGE CAP GR A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 015 | Common Collective Trust | — | — | $576.8M | 9.7% | |
| RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $471.9M | 7.9% | |
| RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $469.2M | 7.9% | |
| DODGE & COX STOCK X | Mutual Funds | — | — | $461.4M | 7.7% | |
| RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $452.5M | 7.6% | |
| RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $418.8M | 7.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $357.1M | 6.0% | |
| RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $332.2M | 5.6% | |
| RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $289.9M | 4.9% | |
| RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $183.3M | 3.1% | |
| THE TORONTO-DOMINION BANK | Other securities | — | — | $155.3M | 2.6% | |
| RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $155.1M | 2.6% | |
| MFS INTERNATIONAL EQUITY FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $124.5M | 2.1% | |
| VANGUARD TOTAL BOND MARKET INDEX IN VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $107.9M | 1.8% | |
| RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $103.0M | 1.7% | |
| BLACKROCK TOTAL RETURN BOND L BLACKROCK · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $90.9M | 1.5% | |
| VANGUARD DEVELOPED MARKETS INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001 | Common Collective Trust | — | — | $90.9M | 1.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS | Other securities | — | — | $77.5M | 1.3% | |
| RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $53.9M | 0.9% | |
| RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $35.0M | 0.6% | |
| RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $25.3M | 0.4% | |
| RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $16.7M | 0.3% | |
| RETIREMENT BALANCE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $12.4M | 0.2% | |
| VANGUARD TREASURY MONEY MARKET INVESTMENT | Mutual Funds | — | — | $1.2M | <0.1% | |
| T ROWE PRICE GOVERNMENT MONEY | Mutual Funds | — | — | $82 | <0.1% | |
| TRP BLUE CHIP GROWTH TRUST T ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
