Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Retirement 2055 Mutual Fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COGENT, INC. COGENT, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE MO | 279 | $34.4M | $1.9M |
| 2 | YOUR PART-TIME CONTROLLER, LLC YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 736 | $53.5M | $1.9M |
| 3 | JACKSON HEART CLINIC, P.A. JACKSON HEART CLINIC, P.A. 401(K) PLAN |
JACKSON MS |
| 137 |
| $42.1M |
| $341K |
| 4 | BROKEN ARROW ELECTRIC SUPPLY CO., INC. BROKEN ARROW ELECTRIC SUPPLY CO., INC. 401(K) PLAN | BROKEN ARROW OK | 154 | $16.5M | $88K |
