Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fd I Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | PEDIATRIC EMERGENCY MEDICINE ASSOCIATES, LLC. PEMA 401(K) PLAN | JOHNS CREEK GA | 93 | $74.6M | $2.3M |
| 2 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $1.9M |
| 3 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC |
ALLENDALE SC |
| 148 |
| $18.4M |
| $874K |
| 4 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $775K |
| 5 | THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND PA | 102 | $8.8M | $744K |
| 6 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $416K |
| 7 | MARKSTEIN SALES CO. MARKSTEIN BEVERAGE CO. 401(K) RETIREMENT PLAN | ANTIOCH CA | 175 | $12.1M | $302K |
| 8 | EVOFEM, INC. EVOFEM, INC. 401(K) PLAN | SAN DIEGO CA | 32 | $7.5M | $145K |
| 9 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $142K |
| 10 | BLUEHAWK, LLC BLUEHAWK, LLC 401(K) PLAN | KIRKLAND WA | 200 | $14.9M | $89K |
