Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding Vanguard Tgt Rmt 2020 Inv Fund in their Schedule of Assets, totaling $174.1M 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 | PEET'S COFFEE & TEA, LLC PEET'S COFFEE & TEA, LLC SAVINGS & RETIREMENT PLAN | EMERYVILLE CA | 4,443 | $130.3M | $24.8M |
| 2 | TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO TX | 7,872 | $136.8M | $12.3M |
| 3 | ADVANCED DRAINAGE SYSTEMS, INC. |
HILLIARD OH |
| 5,249 |
| $1.1B |
| $11.0M |
| 4 | YARA NORTH AMERICA, INC. YARA NORTH AMERICA 401(K) SAVINGS PLAN | TAMPA FL | 220 | $76.1M | $8.0M |
| 5 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $7.1M |
| 6 | CAPITOL BROADCASTING COMPANY, INC. CAPITOL BROADCASTING COMPANY, INC RETIREMENT SAVINGS PLAN | RALEIGH NC | 481 | $125.2M | $6.9M |
| 7 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $6.7M |
| 8 | TORAY ADVANCED COMPOSITES USA TORAY ADVANCED COMPOSITES USA SAVINGS PLAN | MORGAN HILL CA | 469 | $58.2M | $6.5M |
| 9 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $5.7M |
| 10 | NATIONAL CONSTRUCTION RENTALS, INC. NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN | MISSION HILLS CA | 976 | $29.2M | $5.3M |
