Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 2055 Target Retirement Mutual fund in their Schedule of Assets, totaling $2.7M 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 | COVATION INC. COVATION SAVINGS PLAN | NEWARK DE | 129 | $15.8M | $844K |
| 2 | HARTE-HANKS, INC. HARTE HANKS INVESTMENT PLUS | CHELMSFORD MA | 819 | $149.0M | $762K |
| 3 | RELI GROUP, INC. RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST | CATONSVILLE |
| 481 |
| $19.2M |
| $707K |
| 4 | SWAROVSKI U.S. HOLDINGS LTD. SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN | CRANSTON RI | 1,719 | $80.7M | $381K |
