Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 300 U.S. retirement plans report holding Vanguard** Vanguard Target Retirement 2020 Fund in their Schedule of Assets, totaling $424.9M 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 | ROCHESTER REGIONAL HEALTH ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 15,944 | $987.0M | $30.3M |
| 2 | CONSUMERS ENERGY COMPANY CONSUMERS ENERGY COMPANY EMPLOYEES' SAVINGS PLAN | JACKSON MI | 8,218 | $2.9B | $29.8M |
| 3 | USG CORPORATION USG CORPORATION INVESTMENT PLAN |
CHICAGO IL |
| 6,416 |
| $1.0B |
| $23.9M |
| 4 | RUTLAND REGIONAL MEDICAL CENTER RUTLAND REGIONAL HEALTH SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 1,706 | $289.0M | $14.5M |
| 5 | EAGLE MATERIALS, INC. EAGLE MATERIALS, INC. RETIREMENT PLAN | DALLAS TX | 2,540 | $283.6M | $13.6M |
| 6 | C&S WHOLESALE GROCERS, INC. C&S AND AFFILIATES 401(K) SAVINGS PLAN (A) | KEENE NH | 10,534 | $670.5M | $12.3M |
| 7 | BOSCOV'S, INC. BOSCOV'S 401(K) DEFINED CONTRIBUTION PLAN | READING PA | 6,826 | $147.2M | $9.5M |
| 8 | RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN | BOSTON MA | 2,232 | $240.5M | $8.8M |
| 9 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $8.3M |
| 10 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 9,764 | $864.9M | $7.9M |
