Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard VTWNX - Vanguard Target Retirement 2020 in their Schedule of Assets, totaling $14.2M 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 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $4.7M |
| 2 | THE SIMPLEX GROUP, INC. REGIS HR GROUP 401(K) PLAN | MIAMI FL | 3,257 | $107.8M | $951K |
| 3 | PROCARE HR CORPORATION I PROCARE HR RETIREMENT SAVINGS PLAN |
| 5,404 |
| $49.1M |
| $915K |
| 4 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,721 | $53.7M | $909K |
| 5 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $904K |
| 6 | STRATUS GROUP HOLDINGS, INC. STRATUS SOLUTIONS 401K RETIREMENT SAVINGS PLAN | TAMPA FL | 77 | $9.9M | $867K |
| 7 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $848K |
| 8 | TRANSPORT LABOR CONTRACT/ LEASING, INC. TLC RETIREMENT SAVINGS PLAN | ORLANDO FL | 4,757 | $97.7M | $661K |
| 9 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $547K |
| 10 | EEMPLOYERS SOLUTIONS, INC. EEMPLOYERS SOLUTIONS, INC. MULTIPLE EMPLOYER PLAN | SAN ANTONIO TX | 1,095 | $35.6M | $512K |
