Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Target Retirement Fund 2020 Mutual fund in their Schedule of Assets, totaling $11.1M 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 | FORTINET, INC. FORTINET INC. 401(K) PLAN | SUNNYVALE CA | 3,826 | $478.9M | $5.8M |
| 2 | QUIKTRIP CORPORATION QUIKTRIP CORPORATION RETIREMENT PLAN | TULSA OK | 13,644 | $4.8B | $3.1M |
| 3 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN |
WOOSTER OH |
| 287 |
| $62.0M |
| $2.1M |
| 4 | FS INVESTMENTS FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA PA | 567 | $81.9M | $130K |
