Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard 2020 Target Retirement in their Schedule of Assets, totaling $58.5M 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 | AMERICAN WATER WORKS COMPANY, INC. SAVS PL FOR EMPS OF AMER WTR WKS CO INC & ITS DESIG SUBS | CAMDEN NJ | 6,721 | $1.4B | $18.5M |
| 2 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $13.5M |
| 3 | AVIS BUDGET GROUP, INC. AVIS BUDGET GROUP, INC. EMPLOYEE SAVINGS PLAN |
PARSIPPANY NJ |
| 13,652 |
| $718.2M |
| $10.3M |
| 4 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $8.4M |
| 5 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | FOLSOM NJ | 1,267 | $245.0M | $3.7M |
| 6 | AVIS BUDGET GROUP, INC. AB CAR RENTAL SERVICES RETIREMENT SAVINGS PLAN FOR BARGAINING HOURLY EMPLOYEES | PARSIPPANY NJ | 5,065 | $82.4M | $1.3M |
| 7 | NATIONAL RESTAURANT ASSOCIATION NATIONAL RESTAURANT ASSOCIATION SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 352 | $70.7M | $766K |
| 8 | SENTINEL TRANSPORTATION, LLC THRIFT AND SAVINGS PLAN FOR EMPLOYEES OF SENTINEL TRANSPORTATION, LLC | WILMINGTON DE | 790 | $96.5M | $496K |
| 9 | GRANGES AMERICAS INC. GRANGES AMERICAS INC. SAVINGS PLAN | FRANKLIN TN | 905 | $97.9M | $423K |
| 10 | MECHANICAL EQUIPMENT COMPANY, INC. MECHANICAL EQUIPMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 252 | $21.5M | $342K |
