Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Ret. 2020 Mutual Fund in their Schedule of Assets, totaling $28.2M 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 | THE H. T. HACKNEY COMPANY THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN AND TRUST | KNOXVILLE TN | 4,846 | $125.3M | $9.1M |
| 2 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN | BILLERICA MA | 1,037 | $173.7M | $4.8M |
| 3 | KEAN MILLER LLP |
BATON ROUGE LA |
| 375 |
| $162.9M |
| $2.6M |
| 4 | EIS BUYER, LLC EIS 401(K) PLAN | ATLANTA GA | 708 | $48.4M | $2.5M |
| 5 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN | AUSTIN TX | 501 | $119.4M | $2.4M |
| 6 | MORAN FOODS, LLC SAVE A LOT 401(K) PLAN | ST. ANN MO | 893 | $122.5M | $1.7M |
| 7 | EIS LEGACY, LLC EIS 401(K) PLAN | ATLANTA GA | 775 | $54.4M | $1.6M |
| 8 | ASPIRANET ASPIRANET 403(B) PLAN | SOUTH SAN FRANCISCO CA | 828 | $18.0M | $1.1M |
| 9 | ONESOURCE BUSINESS SOLUTIONS, LLC ONESOURCE BUSINESS SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | CUMMING GA | 812 | $48.1M | $935K |
| 10 | VIA MOBILITY SERVICES VIA MOBILITY SERVICES 403(B) PLAN | BOULDER CO | 267 | $5.0M | $520K |
