Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2020 Registered investment companies in their Schedule of Assets, totaling $3.6M 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 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $1.7M |
| 2 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND OR | 653 | $254.9M | $1.3M |
| 3 | RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN |
| 2,952 |
| $4.5M |
| $270K |
| 4 | FABER CONSTRUCTION, INC. FABER CONSTRUCTION, INC 401K PLAN | LYNDEN WA | 155 | $11.6M | $241K |
| 5 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $68K |
