Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2020 Fund Registered investment company in their Schedule of Assets, totaling $140.0M 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 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $55.0M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,099 | $4.7B | $51.9M |
| 3 | RENOWN HEALTH |
RENO NV |
| 5,409 |
| $713.3M |
| $11.7M |
| 4 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $11.6M |
| 5 | WHEELS, LLC WHEELS, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 1,976 | $269.5M | $2.6M |
| 6 | FOWLER PACKING COMPANY, INC. FOWLER PACKING COMPANY RETIREMENT PLAN | FRESNO CA | 1,132 | $86.6M | $2.4M |
| 7 | CKE RESTAURANTS HOLDINGS, INC. CKE SAVINGS PLAN | FRANKLIN TN | 1,052 | $49.9M | $1.8M |
| 8 | AIRBNB, INC. AIRBNB 401(K) PLAN | SAN FRANCISCO CA | 4,320 | $981.8M | $1.2M |
| 9 | BEACHBODY, LLC BEACHBODY, LLC 401(K) PLAN | EL SEGUNDO CA | 319 | $114.2M | $795K |
| 10 | WESTERN CAPITAL CORPORATION WESTERN CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN | LAKE OSWEGO OR | 132 | $9.4M | $578K |
