Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2020 Fund in their Schedule of Assets, totaling $46.6M 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 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $11.3M |
| 2 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $10.8M |
| 3 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
WASHINGTON DC |
| 5,073 |
| $2.5B |
| $9.7M |
| 4 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN | LOS ANGELES CA | 1,488 | $271.5M | $7.6M |
| 5 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 1,507 | $206.5M | $5.5M |
| 6 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN | WESTLAKE TX | 525 | $78.8M | $976K |
| 7 | TC INDUSTRIES, INC. TC INDUSTRIES, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | CRYSTAL LAKE IL | 212 | $33.2M | $380K |
| 8 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $165K |
| 9 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $30K |
| 10 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $24K |
