Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Target Retirement 2020 Mutual fund (1) in their Schedule of Assets, totaling $7.5M 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 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $2.6M |
| 2 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN | BOCA RATON FL | 2,812 | $28.5M | $1.2M |
| 3 | AMERICHEM, INC. AMERICHEM, INC. EMPLOYEE RETIREMENT SAVINGS PLAN |
CUYAHOGA FALLS OH |
| 543 |
| $84.9M |
| $803K |
| 4 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | BOCA RATON FL | 864 | $11.9M | $675K |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. G&A PARTNERS, INC POOLED EMPLOYER PLAN | BOCA RATON FL | 864 | $11.9M | $675K |
| 6 | KEYSTONE HR LLC KEYSTONE HR LLC RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 253 | $8.6M | $546K |
| 7 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $364K |
| 8 | DOLLAR FINANCIAL GROUP, INC. DOLLAR FINANCIAL GROUP RETIREMENT PLAN | BERWYN PA | 317 | $26.5M | $340K |
| 9 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $108K |
| 10 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $92K |
