Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Target Retirement 2020 Investment Fund " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BORDER STATES INDUSTRIES, INC. BORDER STATES ELECTRIC SUPPLY 401(K) PLAN | FARGO ND | 3,385 | $254.0M | $7.9M |
| 2 | MARIO SINACOLA & SONS EXCAVATING, INC. MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN | FRISCO TX | 972 | $44.1M | $2.6M |
| 3 | A-1 FREEMAN MOVING & STORAGE, INC. |
OKLAHOMA CITY OK |
| 206 |
| $17.7M |
| $2.3M |
| 4 | HG MS ADMIN, LLC HERRIN-GEAR AUTOPLEX 401(K) PLAN | JACKSON MS | 227 | $6.3M | $1.2M |
| 5 | DANA KEPNER COMPANY, LLC DANA KEPNER COMPANY 401(K) PLAN | DENVER CO | 239 | $21.8M | $507K |
| 6 | PLA-FIT FRANCHISE, LLC PLANET FITNESS 401(K) PLAN | HAMPTON NH | 2,683 | $37.3M | $407K |
| 7 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $155K |
| 8 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $144K |
| 9 | BARR BRANDS INTERNATIONAL, INC. BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN | MEMPHIS TN | 385 | $24.2M | $84K |
| 10 | 3I INFOTECH, INC. 3I INFOTECH, INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN | EDISON NJ | 150 | $8.2M | $47K |
