Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding Vanguard Target Retirement 2020 Fund Registered investment company • in their Schedule of Assets, totaling $359.3M 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 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $62.7M |
| 2 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $49.5M |
| 3 | TOKIO MARINE NORTH AMERICA INC. |
JERSEY CITY NJ |
| 3,098 |
| $819.7M |
| $20.7M |
| 4 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $12.5M |
| 5 | GRIFFON CORPORATION GRIFFON CORPORATION RETIREMENT PLAN | NEW YORK NY | 3,770 | $650.2M | $12.0M |
| 6 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $11.5M |
| 7 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $11.2M |
| 8 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $10.0M |
| 9 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $10.0M |
| 10 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $8.7M |
