Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Tgt Rmt 2020 Inv Fund Mutual fund in their Schedule of Assets, totaling $29.1M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $7.7M |
| 2 | ZIRKLE FRUIT COMPANY ZIRKLE FRUIT COMPANY 401(K) PROFIT SHARING PLAN | SELAH WA | 3,930 | $81.2M | $5.2M |
| 3 | INSURANCE OFFICE OF AMERICA, INC. |
LONGWOOD FL |
| 1,227 |
| $84.1M |
| $2.3M |
| 4 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $2.1M |
| 5 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $1.7M |
| 6 | MILTENYI BIOTEC NORTH AMERICA INC. MILTENYI BIOTEC NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG MD | 844 | $121.3M | $1.3M |
| 7 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $1.2M |
| 8 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $1.2M |
| 9 | CORNWELL QUALITY TOOLS COMPANY CORNWELL QUALITY TOOLS COMPANY PROFIT SHARING 401(K) PLAN | WADSWORTH OH | 327 | $12.9M | $1.1M |
| 10 | T. F. WARREN GROUP CORPORATION T.F. WARREN GROUP RETIREMENT SAVINGS PLAN | FAIRHOPE AL | 510 | $20.1M | $865K |
