Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard institutional Target Retirement 2055 Registered Investment Company in their Schedule of Assets, totaling $9.7M 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 | WESCOM CENTRAL CREDIT UNION WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | PASADENA CA | 972 | $178.1M | $3.9M |
| 2 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $3.5M |
| 3 | HARBOR FOODS GROUP INC. |
LACEY WA |
| 981 |
| $77.0M |
| $2.3M |
