Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2020 Common/collective trust fund in their Schedule of Assets, totaling $76.3M 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 | ENCOMPASS HEALTH CORPORATION ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 26,914 | $1.7B | $37.5M |
| 2 | BELK STORES SERVICES, LLC BELK 401K SAVINGS PLAN | CHARLOTTE NC | 18,856 | $400.6M | $32.5M |
| 3 | CHICK-FIL-A, INC. CHICK-FIL-A, INC. 401(K) PLAN |
ATLANTA GA |
| 8,828 |
| $1.1B |
| $5.6M |
| 4 | WINSHAPE FOUNDATION, INC. WINSHAPE FOUNDATION, INC. 401(K) PLAN | ATLANTA GA | 459 | $37.0M | $804K |