Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2020 Fund in their Schedule of Assets, totaling $139.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $25.1M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $22.7M |
| 3 | CENTRAL MUTUAL INSURANCE COMPANY CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN |
VAN WERT OH |
| 750 |
| $196.5M |
| $12.5M |
| 4 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $8.3M |
| 5 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | SAINT CLOUD MN | 7,095 | $162.1M | $7.8M |
| 6 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $7.1M |
| 7 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $6.9M |
| 8 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $4.9M |
| 9 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $3.6M |
| 10 | H.C. STARCK INC. H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN | NEWTON MA | 409 | $129.4M | $3.4M |
