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 Inv Mutual Fund in their Schedule of Assets, totaling $764K 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 | TECHLINE, INC. TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLAN | AUSTIN TX | 342 | $29.6M | $529K |
| 2 | SPERRY RAIL, INC. SPERRY RAIL, INC. SAVINGS & INVESTMENT PLAN | SHELTON CT | 367 | $37.7M | $231K |
| 3 | WHITTLESEY PC WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN |
HARTFORD CT |
| 118 |
| $45.7M |
| $4K |