Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Target Retirement 2055 Fund in their Schedule of Assets, totaling $120.0M 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 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $60.3M |
| 2 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $21.6M |
| 3 | GEORGETOWN UNIVERSITY |
WASHINGTON DC |
| 5,073 |
| $2.5B |
| $13.2M |
| 4 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 1,507 | $206.5M | $8.6M |
| 5 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN | LOS ANGELES CA | 1,488 | $271.5M | $6.3M |
| 6 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $3.7M |
| 7 | COSM INC. COSM INC. 401(K) PLAN | DALLAS TX | 820 | $49.4M | $2.3M |
| 8 | DEFI AUTO, LLC DEFI AUTO, LLC 401(K) PLAN | WESTLAKE TX | 525 | $78.8M | $2.1M |
| 9 | AB CARVAL INVESTORS, LP CARVAL INVESTORS SAVINGS PLAN | MINNEAPOLIS MN | 144 | $31.9M | $1.2M |
| 10 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $356K |
