Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group, Inc. Target Retirement 2055 Fund in their Schedule of Assets, totaling $8.5M 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 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND UNION INDIVIDUAL ACCOUNT RETIREMENT FUND | MILWAUKEE WI | 3,756 | $309.5M | $2.6M |
| 2 | EMEH, INC. CONSTRUCTION SPECIALTIES, INC. RET SAVINGS PLAN | LEBANON NJ | 853 | $117.9M | $2.1M |
| 3 | FORT MCDOWELL YAVAPAI NATION |
FOUNTAIN HILLS AZ |
| 1,188 |
| $66.1M |
| $1.9M |
| 4 | LMH SERVICE, INC. THE LMH 401(K) RETIREMENT AND SAVINGS PLAN | HUNTINGTON BEACH CA | 1,520 | $54.2M | $1.9M |
