Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Tgt Retire 2020 Tr I Common/Collective Trust in their Schedule of Assets, totaling $94.8M 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 | E. & J. GALLO WINERY E. & J. GALLO WINERY MASTER RETIREMENT TRUST | MODESTO CA | — | $2.1B | $33.9M |
| 2 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN | SEATTLE WA | 1,683 | $1.3B | $29.2M |
| 3 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST |
ATLANTA GA |
| — |
| $1.5B |
| $27.5M |
| 4 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN | SEATTLE WA | 704 | $349.8M | $4.2M |
