Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Mutual funds in their Schedule of Assets, totaling $63.3M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $10.3M |
| 2 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $9.4M |
| 3 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN |
BETHESDA MD |
| 2,133 |
| $196.1M |
| $9.3M |
| 4 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $3.8M |
| 5 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $3.6M |
| 6 | HAND ARENDALL HARRISON SALE LLC HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST | MOBILE AL | 166 | $106.9M | $3.1M |
| 7 | VALUE DRUG COMPANY VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN | DUNCANSVILLE PA | 218 | $45.2M | $2.8M |
| 8 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $2.5M |
| 9 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $2.4M |
| 10 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $1.6M |
