Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $588.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Target Retirement 2020, Vanguard Target Retirement 2020 TR, Vanguard Target Retirement 2020 FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN | BROOKLYN NY | 17,603 | $6.4B | $253.6M |
| 2 | TRUSTEES OF THE UNIVERSITY OF PA UNIVERSITY OF PENNSYLVANIA BASIC PLAN | PHILADELPHIA PA | 22,596 | $2.0B | $54.2M |
| 3 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $45.5M |
| 4 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $42.4M |
| 5 | RECREATIONAL EQUIPMENT, INC. RECREATIONAL EQUIPMENT, INC. RETIREMENT AND PROFIT SHARING PLAN | SUMNER WA | 13,880 | $1.0B | $30.3M |
| 6 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN | HOUSTON TX | 2,920 | $763.7M | $27.1M |
| 7 | AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON DC | 17,892 | $1.7B | $26.4M |
| 8 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $21.2M |
| 9 | SABRE GLBL INC. SABRE GLBL INC. 401(K) SAVINGS PLAN | SOUTHLAKE TX | 1,961 | $1.1B | $19.6M |
| 10 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $13.5M |
