Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vang Target Ret 2020 Mutual Fund in their Schedule of Assets, totaling $45.4M 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 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $5.1M |
| 2 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $4.7M |
| 3 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 514 |
| $92.5M |
| $2.9M |
| 4 | TENCARVA MACHINERY COMPANY, LLC. TENCARVA MACHINERY COMPANY PROFIT SHARING & 401(K) PLAN | GREENSBORO NC | 531 | $90.7M | $2.8M |
| 5 | GERON CORPORATION GERON 401(K) PLAN | FOSTER CITY CA | 222 | $46.3M | $2.7M |
| 6 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $2.1M |
| 7 | MWH CONSTRUCTORS, INC MWH CONSTRUCTORS 401(K) PLAN | BROOMFIELD CO | 737 | $67.7M | $1.9M |
| 8 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $1.9M |
| 9 | MACKENZIE ENGINEERING, INC. MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 216 | $63.7M | $1.8M |
| 10 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | LAS VEGAS NV | 1,784 | $75.3M | $1.7M |
