Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The Vanguard Group Target Retirement 2055 in their Schedule of Assets, totaling $2.9M 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 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $2.5M |
| 2 | UPPER SIOUX COMMUNITY UPPER SIOUX COMMUNITY/PRAIRIE'S EDGE CASINO RESORT 401(K) | GRANITE FALLS MN | 287 | $5.1M | $286K |
| 3 | FAMILY SERVICES OF NW PA FAMILY SERVICES OF NW PA 401(K) PLAN |
ERIE PA |
| 115 |
| $13.8M |
| $86K |
| 4 | FEDEX DATAWORKS, INC. SHOPRUNNER, INC. RETIREMENT PLAN | MEMPHIS TN | 114 | $15.8M | $3K |
| 5 | SHOPRUNNER, INC. SHOPRUNNER, INC. RETIREMENT PLAN | CHICAGO IL | 129 | $14.9M | $3K |