Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2020 Fund N/R in their Schedule of Assets, totaling $3.5M 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 | MONONGAHELA VALLEY HOSPITAL, INC. MONONGAHELA VALLEY HOSPITAL, INC. 401(K) PLAN & TRUST 002 | MONONGAHELA PA | 382 | $24.6M | $2.3M |
| 2 | MONONGAHELA VALLEY HOSPITAL, INC. MONONGAHELA VALLEY HOSPITAL, INC. 401(K) PLAN & TRUST 003 | MONONGAHELA PA | 311 | $8.3M | $548K |
| 3 | MAGNA5 MS HOLDINGS LLC |
PITTSBURGH PA |
| 252 |
| $11.3M |
| $452K |
| 4 | MON-VALE HEALTH RESOURCES, INC. MON-VALE 401(K) SAVINGS PLAN | MONONGAHELA PA | 89 | $4.0M | $122K |
