Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2020 Fund Investor Shares in their Schedule of Assets, totaling $23.9M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $11.3M |
| 2 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $5.8M |
| 3 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) |
LOS ANGELES CA |
| 155 |
| $63.3M |
| $1.7M |
| 4 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $1.0M |
| 5 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $982K |
| 6 | PACIFIC COAST TITLE COMPANY PACIFIC COAST TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ORANGE CA | 105 | $7.9M | $629K |
| 7 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $592K |
| 8 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $535K |
| 9 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $458K |
| 10 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $298K |
