Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2020 Investor Shares in their Schedule of Assets, totaling $16.3M 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 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $5.0M |
| 2 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 401(K) PLAN | CONWAY SC | 1,857 | $89.1M | $2.8M |
| 3 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN |
ELWYN PA |
| 2,534 |
| $73.7M |
| $2.4M |
| 4 | MASONIC CHARITY FOUNDATION OF NEW JERSEY MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN | BURLINGTON NJ | 383 | $17.3M | $1.8M |
| 5 | GOODSILL ANDERSON QUINN & STIFEL A LIMITED LIABILITY LAW PARTNERSHIP RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL | HONOLULU HI | 93 | $50.1M | $1.0M |
| 6 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $786K |
| 7 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $727K |
| 8 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $723K |
| 9 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $600K |
| 10 | TECHMER PM, LLC TECHMER PM, LLC 401(K) PROFIT SHARING PLAN | CLINTON TN | 466 | $69.1M | $410K |
