Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Group Vanguard Tgt Rmt 2055 Inv. Fund in their Schedule of Assets, totaling $99.5M 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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $56.4M |
| 2 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $5.0M |
| 3 | GENERAL ASSEMBLY SPACE, INC. GENERAL ASSEMBLY 401(K) PLAN |
NEW YORK NY |
| 244 |
| $16.5M |
| $4.2M |
| 4 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $3.6M |
| 5 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $3.4M |
| 6 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $3.2M |
| 7 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $2.7M |
| 8 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN | CHICAGO IL | 471 | $74.0M | $2.5M |
| 9 | MEHERRIN AGRICULTURAL & CHEMICAL COMPANY MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | SEVERN NC | 1,816 | $57.8M | $2.3M |
| 10 | COMPLY TECHNOLOGIES, INC. COMPLY TECHNOLOGIES, INC. 401(K) PLAN | NEW YORK NY | 279 | $15.6M | $1.9M |
