Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund in their Schedule of Assets, totaling $25.1M 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 | MINDRAY DS USA, INC. MINDRAY DS USA, INC. 401(K) SAVINGS PLAN | MAHWAH NJ | 686 | $163.9M | $4.8M |
| 2 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,172 | $181.4M | $3.0M |
| 3 | ROCKEFELLER FINANCIAL SERVICES, INC. |
NEW YORK NY |
| 1,350 |
| $236.5M |
| $2.9M |
| 4 | BRISTOW GROUP INC. BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | HOUSTON TX | 618 | $189.5M | $2.8M |
| 5 | CARVANA, LLC CARVANA, LLC 401(K) PLAN | TEMPE AZ | 17,481 | $267.1M | $2.6M |
| 6 | UNITED SCENIC ARTISTS, LOCAL 829 UNITED SCENIC ARTISTS LOCAL 829 RETIREMENT 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2,519 | $217.5M | $2.3M |
| 7 | URBAN ENGINEERS, INC. URBAN ENGINEERS, INC. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 462 | $101.4M | $2.3M |
| 8 | MAMMOET USA SOUTH, INC MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST | ROSHARON TX | 365 | $79.5M | $1.5M |
| 9 | THE CHICAGO FAUCET COMPANY CHICAGO FAUCET COMPANY RETIREMENT AND SAVINGS PLAN | DES PLAINES IL | 178 | $43.8M | $1.0M |
| 10 | ROCKEFELLER & ROCKEFELLER ET AL. E&H 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 188 | $51.5M | $671K |
