Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fd I Registered Investment Company in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JEWISH FAMILY AND CHILDREN'S SERVICES JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN | SAN FRANCISCO CA | 677 | $34.9M | $3.7M |
| 2 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $788K |
| 3 | PETE KING CONSTRUCTION COMPANY |
PHOENIX AZ |
| 497 |
| $5.2M |
| $137K |
| 4 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 105 | $41.6M | $132K |
| 5 | SOUND SOUND EMPLOYEES RETIREMENT PLAN | TUKWILA WA | 499 | $41.5M | $94K |
| 6 | D'AMATO CONVERSANO, INC., P.C. DCI ENGINEERS 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 299 | $45.9M | $67K |
| 7 | ADDIUM, INC. ADDIUM 401(K) PLAN | PULLMAN WA | 117 | $18.3M | $23K |
