Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Mutual fund NR in their Schedule of Assets, totaling $17.8M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $7.8M |
| 2 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $2.3M |
| 3 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC |
ARLINGTON VA |
| 3,654 |
| $76.7M |
| $2.2M |
| 4 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN | ARLINGTON VA | 2,569 | $55.1M | $1.7M |
| 5 | ROUND HILL COUNTRY CLUB ROUND HILL COUNTRY CLUB 401(K) PLAN | ALAMO CA | 301 | $8.9M | $1.1M |
| 6 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $833K |
| 7 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $737K |
| 8 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $525K |
| 9 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $195K |
| 10 | SEALING TECHNOLOGIES SEALING TECHNOLOGIES INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 125 | $12.0M | $100K |
