Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Vanguard Target Retirement 2020 Registered investment company in their Schedule of Assets, totaling $64.6M 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 | NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY EMPLOYEE RETIREMENT AND SAVINGS PLAN | OMAHA NE | 3,352 | $600.1M | $12.6M |
| 2 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN | MENANDS NY | 562 | $63.4M | $6.1M |
| 3 | IPG PHOTONICS CORPORATION |
OXFORD MA |
| 1,940 |
| $288.9M |
| $5.1M |
| 4 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $3.7M |
| 5 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $3.2M |
| 6 | MUCH SHELIST, P.C. MUCH SHELIST PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 159 | $60.2M | $2.8M |
| 7 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $2.5M |
| 8 | THE TRANZONIC COMPANIES THE TRANZONIC COMPANIES RETIREMENT SAVINGS PLAN | RICHMOND HEIGHTS OH | 1,201 | $55.0M | $2.5M |
| 9 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN | PORTLAND OR | 1,689 | $304.2M | $2.3M |
| 10 | MANKE LUMBER COMPANY MANKE LUMBER COMPANY, INC. PROFIT SHARING PLAN | TACOMA WA | 378 | $36.1M | $2.2M |
