Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Target Retirement 2020 Inv Mutual fund n/a in their Schedule of Assets, totaling $18.4M 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 | 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 | MENHOLT AUTOMOTIVE GROUP MENHOLT AUTOMOTIVE GROUP 401(K) PLAN | BILLINGS MT | 499 | $22.1M | $2.0M |
| 4 | PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN | BELLEVUE WA | 323 | $11.4M | $1.2M |
| 5 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $1.2M |
| 6 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $1.0M |
| 7 | SWORDS TO PLOWSHARES SWORDS TO PLOWSHARES 403(B) PLAN | SAN FRANCISCO CA | 188 | $9.5M | $822K |
| 8 | KARL'S TV & APPLIANCE INC. KARL'S, INC. 401(K) PLAN | GREGORY SD | 380 | $5.6M | $749K |
| 9 | SOLUTION SERVICES, INC. SOLUTION SERVICES, INC. 401(K) SAVINGS & RETIREMENT PLAN | AMERICAN FORK UT | 365 | $9.0M | $587K |
| 10 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $503K |
