Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Retirement 2020 Fund ~ in their Schedule of Assets, totaling $229.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $105.9M |
| 2 | UFP INDUSTRIES, INC UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | GRAND RAPIDS MI | 12,624 | $784.7M | $24.3M |
| 3 | CANON MEDICAL SYSTEMS USA, INC. |
TUSTIN CA |
| 1,296 |
| $507.7M |
| $21.7M |
| 4 | BOARD OF TRUSTEES, ORANGE COUNTY IBEW-NECA ELECTRICAL ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN | SAN JOSE CA | 4,316 | $335.4M | $19.2M |
| 5 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $14.5M |
| 6 | HOLLAND HOSPITAL HOLLAND HOSPITAL 401(K) SAVINGS PLAN | HOLLAND MI | 2,218 | $241.0M | $7.1M |
| 7 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $7.0M |
| 8 | ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN | ANN ARBOR MI | 188 | $135.5M | $3.8M |
| 9 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $3.4M |
| 10 | SAG AFTRA SAG-AFTRA 401(K) RETIREMENT PLAN | LOS ANGELES CA | 505 | $58.1M | $3.1M |
