Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Target Retirement 2020 Inv Mutual fund in their Schedule of Assets, totaling $12.4M 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 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $2.7M |
| 2 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $1.9M |
| 3 | CIVIL SERVICE EMPLOYEES INSURANCE GROUP |
BEAVERTON OR |
| 130 |
| $21.6M |
| $996K |
| 4 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $982K |
| 5 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $931K |
| 6 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $824K |
| 7 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $769K |
| 8 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $695K |
| 9 | UNCOMMON SCHOOLS, INC. UNCOMMON SCHOOLS, INC. 403(B) PLAN | NEW YORK NY | 2,150 | $84.9M | $651K |
| 10 | SURF CITY AUTO GROUP, INC. SURF CITY AUTO GROUP 401(K) PLAN | HUNTINGTON BEACH CA | 161 | $4.2M | $493K |
