Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retiremnt 2020 Registered investment company in their Schedule of Assets, totaling $66.7M 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 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $13.0M |
| 2 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $10.7M |
| 3 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN |
MALVERN PA |
| 1,216 |
| $540.6M |
| $9.0M |
| 4 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $5.9M |
| 5 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $5.1M |
| 6 | JOHNSTONE SUPPLY, LLC. JOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 999 | $83.4M | $4.6M |
| 7 | HAND SURGERY ASSOCIATES OF INDIANA, INC. HAND SURGERY ASSOCIATES OF INDIANA, INC. 401(K) PLAN | INDIANAPOLIS IN | 108 | $26.1M | $2.9M |
| 8 | THE M. K. MORSE COMPANY THE M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN | CANTON OH | 381 | $34.7M | $2.2M |
| 9 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $2.1M |
| 10 | BROWN RUDNICK LLP BROWN RUDNICK LLP 401(K) PROFIT SHARING PLAN B | BOSTON MA | 275 | $47.1M | $1.5M |
