Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2020 Mutual fund in their Schedule of Assets, totaling $8.6M 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 | EARTHJUSTICE EARTHJUSTICE 403(B) PLAN | SAN FRANCISCO CA | 654 | $142.5M | $2.8M |
| 2 | TWIN LIQUORS, LP TWIN LIQUORS 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 625 | $13.5M | $1.2M |
| 3 | ROMMESMO COMPANIES THE TRUENORTH STEEL AND AFFILIATES 401(K) PROFIT SHARING PLAN |
FARGO ND |
| 817 |
| $57.5M |
| $1.1M |
| 4 | ASPEQ HEATING GROUP LLC ASPEQ 401(K) SAVINGS PLAN | ST LOUIS MO | 436 | $21.4M | $855K |
| 5 | NATIONAL CENTER ON INSTITUTIONS & ALTERNATIVES, INC. NATIONAL CENTER ON INSTITUTIONS & ALTERNATIVES 403(B) PLAN | BALTIMORE MD | 490 | $5.4M | $657K |
| 6 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $604K |
| 7 | DUMAC BUSINESS SYSTEMS, INC. DUMAC 401(K) RETIREMENT SAVINGS PLAN | EAST SYRACUSE NY | 94 | $14.7M | $482K |
| 8 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $424K |
| 9 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST | RENO OH | 597 | $89.8M | $276K |
| 10 | NOUVEAU ELEVATOR INDUSTRIES, LLC NOUVEAU ELEVATOR INDUSTRIES 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 161 | $17.1M | $65K |
