Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Vanguard* Target Retirement 2020 Trust II in their Schedule of Assets, totaling $604.9M 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 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $51.2M |
| 2 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $40.9M |
| 3 | METTLER-TOLEDO, LLC |
COLUMBUS OH |
| 3,411 |
| $793.2M |
| $29.7M |
| 4 | HUNTSMAN INTERNATIONAL LLC HUNTSMAN SALARY DEFERRAL PLAN | THE WOODLANDS TX | 1,573 | $783.8M | $28.0M |
| 5 | GREIF PACKAGING LLC GREIF 401(K) RETIREMENT PLAN | DELAWARE OH | 6,763 | $863.4M | $25.6M |
| 6 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $25.1M |
| 7 | BROOKDALE SENIOR LIVING INC. BROOKDALE SENIOR LIVING INC. 401(K) RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 34,384 | $466.1M | $22.0M |
| 8 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $21.5M |
| 9 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $20.9M |
| 10 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $19.9M |
