Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund, Investor Shares in their Schedule of Assets, totaling $17.2M 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 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $2.9M |
| 2 | HORNBLOWER GROUP, INC. HORNBLOWER GROUP, INC.AND ALL AFFILIATES 401(K) PLAN | SAN FRANCISCO CA | 3,877 | $101.8M | $2.6M |
| 3 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN |
PERU IL |
| 161 |
| $52.1M |
| $2.5M |
| 4 | IDEAL CLAMP PRODUCTS, INC. IDEAL CLAMP PRODUCTS 401(K) PLAN | SMYRNA TN | 704 | $50.3M | $1.7M |
| 5 | TEKLA RESEARCH, INC. TEKLA RESEARCH, INC. 401(K) PLAN | LEXINGTON PARK MD | 276 | $30.4M | $1.1M |
| 6 | GREENLEAVES CAPITAL, LLC PHARR 401(K) PLAN | MCADENVILLE NC | 48 | $15.6M | $1.0M |
| 7 | CROUSE MEDICAL PRACTICE, PLLC CROUSE MEDICAL PRACTICE, PLLC 401(K) PLAN | SYRACUSE NY | 457 | $43.5M | $1.0M |
| 8 | VELOCITY OUTDOOR INC. VELOCITY OUTDOOR INC. RETIREMENT INCENTIVE SAVINGS PLAN | ROCHESTER NY | 125 | $16.8M | $824K |
| 9 | WARRIOR TRACTOR & EQUIPMENT CO., INC. WARRIOR TRACTOR & EQUIPMENT CO., INC. 401(K) PROFIT SHARING PLAN | NORTHPORT AL | 229 | $27.4M | $679K |
| 10 | BALLET MAKERS INC. BALLET MAKERS, INC. SALARY REDUCTION 401(K) PLAN | TOTOWA NJ | 121 | $12.6M | $523K |
