Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Institutional in their Schedule of Assets, totaling $35.7M 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 | VISA INC. VISA 401K PLAN | FOSTER CITY CA | 13,476 | $5.2B | $27.9M |
| 2 | ASSOCIATED BANC-CORP ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | GREEN BAY WI | 4,037 | $866.1M | $7.6M |
| 3 | SILICON VALLEY MEDICAL DEVELOPMENT, LLC SILICON VALLEY MEDICAL DEVELOPMENT, LLC 401(K) PLAN |
LOS GATOS CA |
| 324 |
| $6.4M |
| $244K |
