Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 844 U.S. retirement plans report holding VAN TARGET RETIRE 2055 in their Schedule of Assets, totaling $850.1M 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 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $16.1M |
| 2 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $16.0M |
| 3 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN |
WASHINGTON DC |
| 1,376 |
| $230.5M |
| $15.3M |
| 4 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,146 | $84.9M | $13.5M |
| 5 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $13.1M |
| 6 | ITERABLE, INC. ITERABLE 401(K) PLAN | SAN FRANCISCO CA | 481 | $44.9M | $12.4M |
| 7 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $9.3M |
| 8 | DATAMINR, INC DATAMINR INC 401K PLAN | NEW YORK NY | 417 | $61.2M | $9.3M |
| 9 | PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO CA | 410 | $61.2M | $7.7M |
| 10 | WALKME, INC WALKME, INC 401K PLAN | SAN FRANCISCO CA | 399 | $36.3M | $7.7M |
