Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $49.9M 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 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $8.3M |
| 2 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $7.4M |
| 3 | THE BOBRICK CORPORATION |
NORTH HOLLYWOOD CA |
| 688 |
| $78.7M |
| $5.5M |
| 4 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $5.1M |
| 5 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $5.0M |
| 6 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $4.2M |
| 7 | INTERNET CORPORATION FOR ASSIGNED NAMES & NUMBERS ICANN RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 326 | $143.2M | $3.0M |
| 8 | YOUNGER MFG. CO. YOUNGER MFG. CO. 401(K) PLAN | TORRANCE CA | 119 | $41.2M | $2.8M |
| 9 | CAPSTONE GREEN ENERGY, LLC CAPSTONE GREEN ENERGY, LLC 401(K) PLAN | VAN NUYS CA | 97 | $27.4M | $1.5M |
| 10 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $1.5M |
