Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2020 Inv Fund in their Schedule of Assets, totaling $44.5M 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 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $11.4M |
| 2 | MATTHEW WARREN INC. DBA MW INDUSTRIES INC MW INDUSTRIES, INC. CONSOLIDATED EMPLOYER RETIREMENT SAVINGS PLAN | ROSEMONT IL | 2,022 | $195.6M | $7.7M |
| 3 | BURRIS LOGISTICS |
MILFORD DE |
| 836 |
| $101.1M |
| $3.9M |
| 4 | LITEHOUSE, INC. LITEHOUSE, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SANDPOINT ID | 1,082 | $53.4M | $3.9M |
| 5 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $3.0M |
| 6 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $1.8M |
| 7 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $1.8M |
| 8 | CAM INDUSTRIAL SOLUTIONS LLC CAM INDUSTRIAL SOLUTIONS 401(K) PLAN | HOUSTON TX | 1,691 | $33.2M | $1.7M |
| 9 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $1.6M |
| 10 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $1.6M |
