Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Group Target Retirement 2020 Fund - in their Schedule of Assets, totaling $43.7M 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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $14.3M |
| 2 | BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM NY | 11,467 | $227.7M | $9.3M |
| 3 | PECO FOODS, INC. |
TUSCALOOSA AL |
| 6,238 |
| $129.4M |
| $3.0M |
| 4 | THE NORTH HIGHLAND COMPANY LLC THE NORTH HIGHLAND COMPANY 401(K) PLAN | ATLANTA GA | 816 | $146.1M | $2.2M |
| 5 | DATA SYSTEMS ANALYSTS, INC. DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | TREVOSE PA | 421 | $72.9M | $1.9M |
| 6 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $1.6M |
| 7 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $1.5M |
| 8 | URM STORES, INC. URM 401(K) PLAN | SPOKANE WA | 325 | $58.3M | $1.5M |
| 9 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $1.1M |
| 10 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $1.1M |
