Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding The Vanguard Group Target Retirement 2055 Fund in their Schedule of Assets, totaling $39.7M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $9.8M |
| 2 | HIGHGATE HOTELS, L.P. HIGHGATE HOTELS 401(K) PLAN | IRVING TX | 10,667 | $171.0M | $7.5M |
| 3 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN |
GLENDALE CA |
| 5,502 |
| $221.9M |
| $5.5M |
| 4 | ASSOCIATED PATHOLOGISTS, LLC PATHGROUP 401(K) SAVINGS PLAN | BRENTWOOD TN | 2,398 | $117.0M | $3.7M |
| 5 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN | FARMINGTON CT | 472 | $147.3M | $2.9M |
| 6 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $2.9M |
| 7 | ADVANCE AMERICA CASH ADVANCE CENTERS INC ADVANCE AMERICA, CASH ADVANCE CENTERS, INC. RETIREMENT SAVINGS 401(K) PLAN | GREENVILLE SC | 2,506 | $39.7M | $1.9M |
| 8 | BUSCH CONSOLIDATED, INC. BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST | VIRGINIA BEACH VA | 530 | $62.5M | $1.8M |
| 9 | GORTON'S INC. SAVINGS PLAN FOR SALARIED EMPLOYEES OF GORTON'S | GLOUCESTER MA | 187 | $95.3M | $1.6M |
| 10 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $1.1M |
