Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2020 Inv N/R in their Schedule of Assets, totaling $5.1M 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 | PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE PARTNER ENGINEERING AND SCIENCE 401(K) PLAN | TORRANCE CA | 1,253 | $108.7M | $1.9M |
| 2 | SCHOTT CORPORATION SCHOTT CORPORATION 401(K) PLAN | RYE BROOK NY | 765 | $172.9M | $1.7M |
| 3 | NATIONAL HEALTHCARE SOLUTIONS, I |
DALLAS TX |
| 257 |
| $12.2M |
| $646K |
| 4 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $539K |
| 5 | INTEGRACARE INTEGRACARE 401(K) SAVINGS PLAN | WEXFORD PA | 385 | $8.6M | $242K |
| 6 | BERKS COMMUNITY HEALTH CENTER BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST | READING PA | 93 | $2.3M | $64K |
| 7 | CMG CHELSEA, LLC CMG CHELSEA, LLC AND AFFILIATES 401(K) PLAN | FANWOOD NJ | 303 | $15.0M | $50K |
| 8 | MJ HOLDING COMPANY, LLC MJ HOLDING COMPANY, LLC 401(K) PLAN | BRIDGEVIEW IL | 115 | $18.9M | $34K |
