Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Target Retirement 2020 in their Schedule of Assets, totaling $17.8M 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 | GCI COMMUNICATION CORP. GCI 401(K) PLAN | ANCHORAGE AK | 1,903 | $443.0M | $11.3M |
| 2 | NEWYORK-PRESBYTERIAN/HUDSON VALLEY HOSPITAL THE 401(A) RETIREMENT PLAN | CORTLANDT MANOR NY | 942 | $55.9M | $2.5M |
| 3 | NY-PRESBYTERIAN MED GRP BROOKLYN THE 401(K) RETIREMENT PLAN |
NEW YORK NY |
| 265 |
| $27.1M |
| $2.4M |
| 4 | DATASITE LLC DATASITE GLOBAL CORPORATION 401(K) INCENTIVE SAVINGS PLAN | MINNEAPOLIS MN | 790 | $120.7M | $862K |
| 5 | SENTRY EQUIPMENT CORP. SENTRY EQUIPMENT CORP. 401(K) PLAN | OCONOMOWOC WI | 203 | $32.3M | $296K |
| 6 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $243K |
| 7 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $129K |
| 8 | VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN | NIAGARA FALLS NY | 724 | $4.9M | $28K |
| 9 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN | NEW KENSINGTON PA | 502 | $34.9M | $11K |
