Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Group Target Retirement 2020 in their Schedule of Assets, totaling $2.9M 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 | THE PARK SCHOOL OF BALTIMORE, INC. THE PARK SCHOOL ANNUITY PLAN | BALTIMORE MD | 215 | $62.0M | $1.1M |
| 2 | SWAN PRODUCTS LLC SWAN PRODUCTS LLC 401(K) PLAN | SANDY SPRINGS GA | 324 | $6.5M | $683K |
| 3 | PENSACOLA PEDIATRICS PA PENSACOLA PEDIATRICS PA 401(K) RETIREMENT PLAN |
PENSACOLA FL |
| 100 |
| $16.4M |
| $315K |
| 4 | ALSUM FARMS & PRODUCE, INC. ALSUM FARMS & PRODUCE, INC. 401(K) PROFIT SHARING PLAN | FRIESLAND WI | 208 | $15.6M | $291K |
| 5 | GRAYHILL, INC. GRAYHILL, INC. ADVANTAGE PLAN | LA GRANGE IL | 694 | $77.7M | $265K |
| 6 | ATS LOGISTICS, INC. ATS LOGISTICS, INC. 401(K) PLAN | NORTH CHARLESTON SC | 77 | $2.6M | $197K |
| 7 | WESTWIND LOGISTICS, LLC WESTWIND LOGISTICS, LLC 401(K) PROFIT SHARING PLAN | DES MOINES IA | 122 | $1.3M | $54K |