Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 453 U.S. retirement plans report holding Vanguard target retirement 2020 Fund Mutual Fund in their Schedule of Assets, totaling $605.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $67.1M |
| 2 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $33.0M |
| 3 | THE JACKSON LABORATORY |
BAR HARBOR ME |
| 2,667 |
| $602.8M |
| $16.8M |
| 4 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $13.9M |
| 5 | TUFTS MEDICINE, INC. MELROSEWAKEFIELD HEALTHCARE 401(K) SAVINGS PLAN | MEDFORD MA | 1,315 | $178.7M | $13.0M |
| 6 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $12.6M |
| 7 | SOUTHWEST KEY PROGRAMS, INC. SOUTHWEST KEY PROGRAMS, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 8,899 | $277.1M | $11.6M |
| 8 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $9.9M |
| 9 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $9.7M |
| 10 | HUNTERDON HEALTHCARE SYSTEM HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN | FLEMINGTON NJ | 2,622 | $235.6M | $9.4M |
