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 Investment Fund Mutual fund in their Schedule of Assets, totaling $10.9M 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 | UNIVERSAL ENGINEERING SCIENCES, LLC UNIVERSAL ENGINEERING SCIENCES 401(K) PLAN | ORLANDO FL | 3,690 | $151.3M | $2.6M |
| 2 | SATICOY LEMON ASSOCIATION SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN | SANTA PAULA CA | 232 | $20.0M | $2.2M |
| 3 | ASPIRE BAKERIES LLC |
LOS ANGELES CA |
| 2,569 |
| $168.2M |
| $2.0M |
| 4 | MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. MARYLAND & VIRGINIA MILK PRODUCERS COOPERATIVE ASSOCIATION, INC. 401(K) RETIREMENT PLAN | HERNDON VA | 703 | $42.3M | $1.7M |
| 5 | BONADIO & CO., LLP BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN | PITTSFORD NY | 961 | $150.2M | $1.1M |
| 6 | CLEARVIEW HOTEL CAPITAL, LLC DOLPHIN HOTEL MANAGEMENT 401(K) PLAN | NEWPORT BEACH CA | 821 | $4.8M | $433K |
| 7 | SWIRE SHIPPING US INC. SWIRE SHIPPING US INC 401(K) PLAN | PUYALLUP WA | 73 | $11.9M | $347K |
| 8 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $320K |
| 9 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN | WALNUT CREEK CA | 359 | $23.5M | $126K |
