Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding S SHARES / UNITS Vanguard Target Retirement 2055 Inv in their Schedule of Assets, totaling $7.8M 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 | BROOKLYN PROSPECT CHARTER SCHOOL BROOKLYN PROSPECT CHARTER SCHOOL RETIREMENT PLAN | BROOKLYN NY | 285 | $18.3M | $4.6M |
| 2 | TEAM DIRECT MANAGEMENT LLC TEAM DIRECT MANAGEMENT 401(K) PROFIT SHARING PLAN | ROGERS AR | 190 | $25.0M | $3.2M |
