Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Target Retirement 2020 Inv Mutual fund n/a in their Schedule of Assets, totaling $15.4M 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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $3.9M |
| 2 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $2.8M |
| 3 | PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN |
BELLEVUE WA |
| 323 |
| $11.4M |
| $1.2M |
| 4 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $1.2M |
| 5 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $1.0M |
| 6 | KARL'S TV & APPLIANCE INC. KARL'S, INC. 401(K) PLAN | GREGORY SD | 380 | $5.6M | $749K |
| 7 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN | AMERICAN FORK UT | 365 | $9.0M | $587K |
| 8 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $503K |
| 9 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $440K |
| 10 | ANIMAS SURGICAL HOSPITAL, LLC ANIMAS SURGICAL HOSPITAL, LLC 401K PLAN & TRUST | DURANGO CO | 198 | $9.3M | $419K |
