Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Vanguard Target Retrmnt 2020 - in their Schedule of Assets, totaling $89.8M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $26.2M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $13.8M |
| 3 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN |
DUBOIS PA |
| 4,815 |
| $330.6M |
| $9.5M |
| 4 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $4.9M |
| 5 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $4.1M |
| 6 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $3.2M |
| 7 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $2.7M |
| 8 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $2.6M |
| 9 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $2.4M |
| 10 | ADAMS COMMUNICATIONS COMPANY LLC, DBA ADAMS PUBLISHING GROUP APG-REWARDS 401(K) PLAN | EASTON MD | 1,399 | $48.6M | $2.4M |
