Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Target Retirement 2020 Pooled separate account in their Schedule of Assets, totaling $3.4M 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 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $629K |
| 2 | LILE INTERNATIONAL COMPANIES, INC. LILE INTERNATIONAL COMPANIES, INC. 401(K) PLAN | TIGARD OR | 96 | $6.4M | $409K |
| 3 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN |
PADUCAH KY |
| 1,390 |
| $94.0M |
| $316K |
| 4 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $309K |
| 5 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $299K |
| 6 | AAA SOUTH JERSEY, INC. AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN | VOORHEES NJ | 114 | $11.8M | $203K |
| 7 | LEVEL 10 CONSTRUCTION, LP LEVEL 10 CONSTRUCTION, LP 401(K) PLAN | SUNNYVALE CA | 163 | $35.1M | $202K |
| 8 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN | CLEVELAND OH | 172 | $4.2M | $196K |
| 9 | LFH MANAGEMENT, LLC LA FONDA HOTEL 401(K) PROFIT SHARING PLAN | SANTA FE NM | 213 | $5.7M | $190K |
| 10 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN | OMAHA NE | 842 | $15.1M | $179K |
