Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Instl Target Retirement 2055 in their Schedule of Assets, totaling $37.9M 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 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 1,788 | $159.8M | $26.7M |
| 2 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $4.5M |
| 3 | SURGICOR, LLC SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN | FRANKLIN TN | 211 | $26.7M | $2.1M |
| 4 | SERV BEHAVIORAL HEALTH SYSTEM, INC. SERV BEHAVIORAL HEALTH SYSTEM 401(K) RETIREMENT PLAN | HAMILTON NJ | 636 | $25.3M | $1.2M |
| 5 | WNB HOLDING COMPANY WNB 401(K) PLAN | WINONA MN | 114 | $28.0M | $1000K |
| 6 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $799K |
| 7 | NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SOUTHBURY CT | 90 | $36.1M | $639K |
| 8 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 200 | $37.6M | $629K |
| 9 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $128K |
| 10 | WYMAN SICHER EYE ASSOCIATES, SC ILLINOIS EYE CENTER 401(K) PROFIT SHARING PLAN | PEORIA IL | 214 | $24.5M | $66K |
