Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Target Retirement 2020 Mutual fund a in their Schedule of Assets, totaling $6.5M 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 | GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO IL | 200 | $47.8M | $1.9M |
| 2 | RESER'S FINE FOODS, INC. RESER'S FINE FOODS INC. 401(K) PLAN | BEAVERTON OR | 4,604 | $154.9M | $1.4M |
| 3 | PLAID PANTRIES, INC. THE PLAID PANTRY RETIREMENT AND PROFIT SHARING PLAN |
PORTLAND OR |
| 451 |
| $14.3M |
| $1.2M |
| 4 | ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER WI | 200 | $22.6M | $1.1M |
| 5 | BULLIVANT HOUSER BAILEY PC BULLIVANT HOUSER BAILEY PC 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 139 | $64.7M | $526K |
| 6 | LACROSSE FOOTWEAR, INC. LACROSSE FOOTWEAR, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | PORTLAND OR | 283 | $43.8M | $163K |
| 7 | CLARITY PARTNERS, LLC CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST | CHICAGO IL | 131 | $12.7M | $100K |
| 8 | VELOCITYEHS VELOCITYEHS 401K PLAN | CHICAGO IL | 389 | $42.2M | $61K |
