Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Ret 2020 Inv in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $1.1M |
| 2 | LYCEE FRANCAIS DE NEW YORK LYCEE FRANCAIS DE NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 227 | $79.4M | $878K |
| 3 | CARTHAGE COLLEGE |
KENOSHA WI |
| 510 |
| $131.4M |
| $370K |
| 4 | NETWORK CABLING INFRASTRUCTURES, LLC NETWORK CABLING INFRASTRUCTURES, LLC RETIREMENT PLAN | DULUTH GA | 146 | $7.5M | $222K |