Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SCHWAB TARGET 2020 INDEX Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $817K |
| 2 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN | NORCROSS GA | 274 | $28.6M | $418K |
| 3 | CASPER SLEEP INC. CASPER SLEEP INC. 401(K) PLAN |
| 353 |
| $16.5M |
| $124K |
