Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VANGUARD VANGUARD TRGT RETIRE 2020 INV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $4.6M 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 | DAVID A. BRAMBLE INC. DAVID A. BRAMBLE INC. 401K PROFIT SHARING PLAN AND TRUST | CHESTERTOWN MD | 229 | $26.4M | $1.2M |
| 2 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $817K |
| 3 | VISTA DEL MAR CHILD AND FAMILY SERVICES |
LOS ANGELES CA |
| 596 |
| $15.6M |
| $753K |
| 4 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $639K |
| 5 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $549K |
| 6 | THE KINGS ACADEMY INC. THE KINGS ACADEMY INC. 403B RETIREMENT PLAN | WEST PALM BEACH FL | 293 | $16.2M | $370K |
| 7 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $309K |
| 8 | FIRST RESOURCES CORP. FIRST RESOURCES CORP. 403(B) PLAN | OTTUMWA IA | 336 | $2.5M | $15K |
