Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Vanguard Target Retirement 2020 Fund in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUA OPCO, LLC UNITED UROLOGY GROUP RETIREMENT PLAN | OWINGS MILLS MD | 1,179 | $170.8M | $4.0M |
| 2 | WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | ATLANTA GA | 162 | $78.4M | $284K |
| 3 | HIGHLANDS ONCOLOGY GROUP, P.A. |
SPRINGDALE AR |
| 740 |
| $54.0M |
| $282K |
| 4 | MOUNTAIN RIVER TRUCKING COMPANY, INC. MOUNTAIN RIVER 401(K) PLAN | MOUNT AIRY NC | 149 | $953K | $65K |
| 5 | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN | MINNETONKA MN | 114 | $21.8M | $8K |
