Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Group Vanguard Target Retirement 2055 Inv Fund in their Schedule of Assets, totaling $72.3M 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 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $18.1M |
| 2 | ELEPHANT INSURANCE SERVICES, LLC ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN | GLEN ALLEN VA | 415 | $39.7M | $8.1M |
| 3 | MCDERMOTT WILL & SCHULTE LLP |
CHICAGO IA |
| 221 |
| $70.3M |
| $7.5M |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $6.6M |
| 5 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN | MILFORD DE | 836 | $101.1M | $5.7M |
| 6 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $4.2M |
| 7 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $4.1M |
| 8 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $3.0M |
| 9 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $1.7M |
| 10 | NATIONAL PUBLIC MEDIA LLC NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN | WASHINGTON DC | 92 | $24.9M | $1.6M |
