Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2020 Investment Fund in their Schedule of Assets, totaling $4.2M 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 | DOUBLE H PLASTICS, INC. DOUBLE H PLASTICS, INC. 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 358 | $63.7M | $2.3M |
| 2 | NATIONAL PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $1.4M |
| 3 | DEER OAKS MENTAL HEALTH ASSOCIATES, PC AND AFFILIATED ENTITIES |
SAN ANTONIO TX |
| 509 |
| $8.0M |
| $521K |