Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target 2055 Mutual Fund in their Schedule of Assets, totaling $17.3M 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $10.4M |
| 2 | HIBBETT, INC. HIBBETT, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 24,562 | $59.0M | $3.5M |
| 3 | MIDWEST BANC HOLDING COMPANY MIDWEST BANC HOLDING COMPANY 401(K) AND PROFIT SHARING PLAN |
NORFOLK NE |
| 189 |
| $37.7M |
| $2.3M |
| 4 | JACOBSON HOLDINGS, INC. JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 631 | $15.1M | $596K |
| 5 | ELECTRONIC CONTRACTING COMPANY ELECTRONIC CONTRACTING COMPANY PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 138 | $14.9M | $450K |
