Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Ret 2020 Mutual fund N/A in their Schedule of Assets, totaling $2.7M 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 | CENTRAL MONTANA MEDICAL CENTER CENTRAL MONTANA MEDICAL CENTER 401(K) PLAN | LEWISTOWN MT | 331 | $23.2M | $1.6M |
| 2 | K&N ENGINEERING, INC. K&N ENGINEERING, INC. 401(K) PLAN | RIVERSIDE CA | 701 | $28.9M | $1.0M |
| 3 | SPINNAKER SUPPORT, LLC SPINNAKER SUPPORT 401(K) RETIREMENT PLAN |
GREENWOOD VILLAGE CO |
| 157 |
| $16.8M |
| $94K |