Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2020 Fund N/R in their Schedule of Assets, totaling $21.8M 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 | THE MIDDLEBY CORPORATION THE MIDDLEBY CORPORATION PROFIT SHARING PLAN | ELGIN IL | 6,144 | $378.0M | $6.5M |
| 2 | FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS MN | 1,044 | $641.0M | $3.7M |
| 3 | SHARP PACKAGING SERVICES LLC |
ALLENTOWN PA |
| 1,190 |
| $67.8M |
| $3.7M |
| 4 | KRAVET LLC KRAVET LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | WOODBURY NY | 739 | $66.1M | $2.8M |
| 5 | R.G. VANDERWEIL ENGINEERS, LLP THE VANDERWEIL COMPANIES SAVINGS PLAN | BOSTON MA | 479 | $138.4M | $1.6M |
| 6 | R M PALMER COMPANY R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 587 | $46.7M | $627K |
| 7 | IFM EFECTOR, INC. IFM EFECTOR, INC. 401(K) MATCHED SAVINGS PLAN | MALVERN PA | 336 | $109.5M | $513K |
| 8 | R M PALMER COMPANY LLC R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 626 | $50.6M | $421K |
| 9 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $396K |
| 10 | COMMUNITY VETERINARY PARTNERS COMMUNITY VETERINARY PARTNERS 401(K) PLAN | PHILADELPHIA PA | 2,966 | $95.6M | $296K |
