Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding 2020 Target Date Retirement Fund Mutual fund in their Schedule of Assets, totaling $7.8M 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 | U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND | WEST SENECA NY | 947 | $101.8M | $4.2M |
| 2 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $924K |
| 3 | HIGHFIVE DENTAL HOLDCO, LLC |
HOMEWOOD AL |
| 629 |
| $40.8M |
| $750K |
| 4 | A PLACE FOR MOM, INC. A PLACE FOR MOM, INC. 401(K) PLAN | OVERLAND PARK KS | 915 | $50.7M | $669K |
| 5 | HIGHLAND TANK, LLC HIGHLAND TANK, LLC 401(K) PLAN | STOYSTOWN PA | 360 | $42.9M | $543K |
| 6 | HIGHLAND TANK AND MANUFACTURING COMPANY HIGHLAND TANK RETIREMENT PLAN | STOYSTOWN PA | 365 | $38.2M | $463K |
| 7 | WILSON LUMBER COMPANY, INC. WILSON LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 379 | $16.7M | $240K |
| 8 | SOMERSET PLANNING & ENGINEERING LLC DBA SOMERSET ENGINEERING SOMERSET ENGINEERING 401K PLAN | SOMERSET PA | 15 | $2.5M | $26K |
| 9 | CONNECTIVITY POINT DESIGN & INSTALLATION, LLC CONNECTIVITY POINT 401(K) PLAN | AUBURN ME | 171 | $8.8M | $13K |
