Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Mutual fund (1) in their Schedule of Assets, totaling $6.3M 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 | DLZ CORPORATION DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | COLUMBUS OH | 752 | $169.8M | $2.5M |
| 2 | BERGER MONTAGUE BERGER MONTAGUE RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 152 | $78.5M | $2.4M |
| 3 | ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC |
PHOENIX AZ |
| 959 |
| $90.2M |
| $962K |
| 4 | S. WALTER PACKAGING CORP. S. WALTER PACKAGING CORP. 401(K) SAVINGS AND INVESTMENT PLAN | TREVOSE PA | 236 | $15.5M | $275K |
| 5 | PREMIER DENTAL PRODUCTS COMPANY PREMIER DENTAL PRODUCTS COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | PLYMOUTH MEETING PA | 175 | $42.6M | $162K |
