Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding Vangrd Trgt Retire 2020 Fd Registered investment company in their Schedule of Assets, totaling $79.7M 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 | H&E EQUIPMENT SERVICES, INC. H&E EQUIPMENT SERVICES, INC. 401K PROFIT SHARING | BATON ROUGE LA | 2,870 | $179.3M | $8.4M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $8.0M |
| 3 | DUBOIS CHEMICALS, INC. DUBOIS CHEMICALS, INC. RETIREMENT SAVINGS PLAN |
SHARONVILLE OH |
| 894 |
| $107.1M |
| $4.0M |
| 4 | MOMENTIVE PERFORMANCE MATERIALS MOMENTIVE TECHNOLOGIES SAVINGS PLAN | STRONGSVILLE OH | 514 | $100.9M | $3.7M |
| 5 | BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE IL | 209 | $39.8M | $2.9M |
| 6 | J&J MAINTENANCE, INC. J&J WORLDWIDE SERVICES RETIREMENT PLAN | AUSTIN TX | 2,275 | $44.9M | $2.6M |
| 7 | SOUTHERN OHIO MEDICAL CENTER SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM | PORTSMOUTH OH | 3,316 | $172.9M | $2.6M |
| 8 | RESOLUTION LIFE SERVICES US INC. RESOLUTION LIFE SERVICES (US) 401(K) PLAN | WEST CHESTER PA | 517 | $77.6M | $2.4M |
| 9 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $1.9M |
| 10 | FIREKEEPERS DEVELOPMENT AUTHORITY FIREKEEPERS CASINO HOTEL 401(K) PLAN | BATTLE CREEK MI | 1,954 | $57.8M | $1.9M |
