Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv in their Schedule of Assets, totaling $9.6M 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 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $7.2M |
| 2 | UROLOGY AUSTIN, PLLC UROLOGY AUSTIN 401(K) PLAN | AUSTIN TX | 427 | $38.7M | $920K |
| 3 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
OSHKOSH WI |
| 265 |
| $58.1M |
| $551K |
| 4 | MILLS AUTOMOTIVE GROUP, INC. MILLS AUTO GROUP EMPLOYEES' PROFIT SHARING 401(K) PLAN | BAXTER MN | 294 | $13.6M | $345K |
| 5 | SOUTHERN MILLS, INC. D/B/A TENCATE PROTECTIVE FABRICS TENCATE PROTECTIVE FABRICS SAVINGS PLAN | UNION CITY GA | 398 | $38.7M | $280K |
| 6 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. MASTER TRUST | YAKIMA WA | — | $33.1M | $105K |
| 7 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. NON-UNION 401(K) RETIREMENT PLAN | YAKIMA WA | 218 | $32.0M | $100K |
| 8 | POLYLOOM CORP OF AMERICA D/B/A TENCATE GRASS TENCATE GRASS RETIREMENT PLAN | DAYTON TN | 685 | $24.0M | $65K |
| 9 | QUALI TECH, LLC QUALI TECH, LLC 401(K) PROFIT SHARING PLAN | CHASKA MN | 118 | $10.8M | $6K |
