Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard: Institutional Target Retirement 2020 Fund in their Schedule of Assets, totaling $99.0M 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 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $22.7M |
| 2 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $8.3M |
| 3 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN |
SAINT CLOUD MN |
| 7,095 |
| $162.1M |
| $7.8M |
| 4 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $7.1M |
| 5 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $6.9M |
| 6 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $4.9M |
| 7 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $3.6M |
| 8 | H.C. STARCK INC. H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN | NEWTON MA | 409 | $129.4M | $3.4M |
| 9 | INVACARE CORPORATION INVACARE RETIREMENT SAVINGS PLAN | ELYRIA OH | 433 | $135.0M | $3.1M |
| 10 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $3.0M |
