Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vang Target Ret 2020 Registered investment company in their Schedule of Assets, totaling $211.2M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $177.7M |
| 2 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST | CINCINNATI OH | — | $608.0M | $12.2M |
| 3 | U.S. ORAL SURGERY MANAGEMENT, LLC |
IRVING TX |
| 2,450 |
| $237.9M |
| $6.2M |
| 4 | DEVIL MOUNTAIN WHOLESALE NURSERY DEVIL MOUNTAIN WHOLESALE NURSERY 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 608 | $18.1M | $3.2M |
| 5 | CRAVATH, SWAINE & MOORE LLP CS & M LLP SAVINGS PLAN MASTER TRUST | NEW YORK NY | — | $928.3M | $2.6M |
| 6 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $2.4M |
| 7 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $1.1M |
| 8 | MULTNOMAH ATHLETIC CLUB MULTNOMAH ATHLETIC CLUB 401K RETIREMENT SAVINGS PLAN | PORTLAND OR | 797 | $27.6M | $1.1M |
| 9 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN | CHICAGO IL | 395 | $181.0M | $1.0M |
| 10 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $1.0M |
