Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Target Retirement 2055 Fund Institutional Shares in their Schedule of Assets, totaling $39.4M 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 | OPENAI OPCO,LLC OPENAI 401(K) PLAN | SAN FRANCISCO CA | 2,063 | $112.8M | $24.9M |
| 2 | SOLEO HEALTH HOLDINGS, INC. SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | FRISCO TX | 1,017 | $42.0M | $6.9M |
| 3 | HILLSPIRE, LLC HILLSPIRE, LLC RETIREMENT SAVINGS PLAN |
PALO ALTO CA |
| 692 |
| $94.1M |
| $6.3M |
| 4 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $1.3M |
