Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Funds* Vanguard Target Retirement 2020 Fund in their Schedule of Assets, totaling $9.0M 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 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN | TINLEY PARK IL | 741 | $123.5M | $3.9M |
| 2 | DOMINION ENTERPRISES DOMINION ENTERPRISES 401(K) EMPLOYEES' SAVINGS PLAN | NORFOLK VA | 774 | $337.4M | $2.0M |
| 3 | CONNECTIFY HR, LLC CONNECTIFY HR RETIREMENT SAVINGS PLAN |
CLIVE IA |
| 2,187 |
| $84.4M |
| $1.8M |
| 4 | NATIONS ROOF LLC NATIONS ROOF, LLC 401(K) PLAN | CLEARFIELD UT | 894 | $21.2M | $499K |
| 5 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $363K |
| 6 | NOBLE NETWORK OF CHARTER SCHOOLS NOBLE NETWORK OF CHARTER SCHOOLS 401(K) PROFIT SHARING PLAN | CHICAGO IL | 1,691 | $51.8M | $285K |
| 7 | CARL BUDDIG AND COMPANY CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN | TINLEY PARK IL | 1,750 | $30.7M | $192K |
| 8 | NEW WORLD PREPARATORY CHARTER SCHOOL NEW WORLD PREPARATORY CHARTER SCHOOL 401(K) PLAN | STATEN ISLAND NY | 118 | $3.8M | $22K |
| 9 | MILWAUKEE BUCKS, LLC MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 365 | $29.1M | $19K |
