Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Target Retirement 2020 Mutual funds in their Schedule of Assets, totaling $35.7M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $6.4M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $4.9M |
| 3 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND |
TROY MI |
| 1,369 |
| $101.0M |
| $4.0M |
| 4 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $2.6M |
| 5 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $2.3M |
| 6 | PERLICK CORPORATION PERLICK CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 214 | $34.2M | $2.0M |
| 7 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $89.4M | $1.9M |
| 8 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 96 | $71.4M | $1.5M |
| 9 | BAXTER HEALTHCARE S.A. BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,272 | $70.5M | $1.3M |
| 10 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $1.1M |
