Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Trgt Retire 2020 Inv in their Schedule of Assets, totaling $1.0M 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 | VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO TX | 463 | $7.0M | $272K |
| 2 | HEART HOSPITAL OF LAFAYETTE, LLC HEART HOSPITAL OF LAFAYETTE 401(K) PLAN | LAFAYETTE LA | 77 | $6.9M | $255K |
| 3 | O'NEILL MANAGEMENT, LLC O'NEILL HEALTHCARE 401(K) PLAN |
NORTH RIDGEVILLE OH |
| 965 |
| $18.1M |
| $221K |
| 4 | WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS MO | 402 | $26.6M | $179K |
| 5 | HAWAII PACIFIC FOUNDATION HAWAII PACIFIC FOUNDATION 401(K) PLAN | MANASSAS VA | 448 | $24.3M | $85K |