Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Van Target Retire 2020 Mutual fund in their Schedule of Assets, totaling $1.5M 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 | CROWN POLY, INC. CROWN POLY, INC. 401(K) PLAN | HUNTINGTON PARK CA | 360 | $22.1M | $583K |
| 2 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $520K |
| 3 | MCR HEALTH, INC. MCR HEALTH, INC. 403(B) PLAN |
| 811 |
| $10.5M |
| $254K |
| 4 | OBAGI COSMECEUTICALS, LLC OBAGI COSMECEUTICALS, LLC RETIREMENT PLAN | LONG BEACH CA | 181 | $20.8M | $129K |
| 5 | PROLOG, INC. PROLOG, INC. 401(K) PLAN | VIRGINIA BEACH VA | 183 | $5.4M | $24K |
| 6 | PHILLIPS FARMS, LLC PHILLIPS FARMS, LLC 401(K) PLAN | LODI CA | 171 | $14.5M | $8K |
