Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Mutual fund shares in their Schedule of Assets, totaling $5.3M 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 | DM COMPANIES INC DM COMPANIES PS & 401(K) PLAN | TROY MI | 626 | $106.0M | $4.2M |
| 2 | SYMMONS INDUSTRIES, INC. SYMMONS INDUSTRIES, INC. 401(K) PLAN | BRAINTREE MA | 215 | $40.9M | $893K |
| 3 | QUAKER EQUITIES, LTD. QUAKER EQUITIES, LTD. 401(K) PLAN |
BROOKLYN NY |
| 284 |
| $40.6M |
| $166K |
| 4 | BRESCOME BARTON, INC. BRESCOME BARTON, INC. RETIREMENT AND SAVINGS PLAN FOR LIQUOR SALES UNION | NORTH HAVEN CT | 117 | $24.0M | $56K |