Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement 2020 Inv Fund Mutual fund in their Schedule of Assets, totaling $28.0M 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 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | TARRYTOWN NY | 871 | $239.9M | $10.0M |
| 2 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN II | TARRYTOWN NY | 931 | $88.0M | $6.5M |
| 3 | CORBION AMERICA HOLDINGS, INC. |
LENEXA KS |
| 698 |
| $152.2M |
| $4.6M |
| 4 | EMERALD PACKAGING, INC. EMERALD PACKAGING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | UNION CITY CA | 240 | $20.9M | $2.7M |
| 5 | BELL-CARTER FOODS, LLC. BELL-CARTER FOODS, LLC EMPLOYEE RETIREMENT PLAN | WALNUT CREEK CA | 211 | $37.8M | $997K |
| 6 | AMERICAN ART CLAY CO. INC. AMACO 401K PLAN | INDIANAPOLIS IN | 138 | $11.3M | $984K |
| 7 | BILL PEARCE MOTORS, INC. BILL PEARCE MOTORS, INC. 401(K) PROFIT SHARING PLAN | RENO NV | 161 | $17.3M | $642K |
| 8 | TEXAS DOW EMPLOYEES CREDIT UNION TEXAS DOW EMPLOYEES CREDIT UNION 401(K) PLAN | LAKE JACKSON TX | 859 | $80.4M | $589K |
| 9 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $312K |
| 10 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $278K |
