Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Target Retirement 2055 in their Schedule of Assets, totaling $14.5M 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 | CHICAGO BASEBALL HOLDINGS, LLC CHICAGO CUBS ASSOCIATES RETIREMENT PLAN | CHICAGO IL | 641 | $117.6M | $11.2M |
| 2 | PLASTECH CORPORATION FRANDSEN GROUP TAX DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 481 | $30.2M | $3.0M |
| 3 | HOLT LOGISTICS CORP. |
GLOUCESTER CITY NJ |
| 416 |
| $44.8M |
| $276K |