Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2020 Mutual funds a in their Schedule of Assets, totaling $1.5M 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 | FOX WORLD TRAVEL, INC. FOX WORLD TRAVEL, INC. 401(K) PLAN | OSHKOSH WI | 341 | $25.2M | $689K |
| 2 | IMPACT ADVISORS, LLC IMPACT ADVISORS, LLC 401(K) PLAN | NAPERVILLE IL | 642 | $58.4M | $460K |
| 3 | MID AMERICA OVERSEAS INC MID AMERICA OVERSEAS INC 401(K) PROFIT SHARING PLAN & TRUST |
ITASCA IL |
| 180 |
| $19.1M |
| $308K |
