Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Ret 2055 Inv in their Schedule of Assets, totaling $2.7M 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 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $1.3M |
| 2 | LYCEE FRANCAIS DE NEW YORK LYCEE FRANCAIS DE NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 227 | $79.4M | $916K |
| 3 | OXFORD FOODS, INC. ZAXBY'S 401(K) PLAN |
ATHENS GA |
| 388 |
| $1.4M |
| $243K |
| 4 | NETWORK CABLING INFRASTRUCTURES, LLC NETWORK CABLING INFRASTRUCTURES, LLC RETIREMENT PLAN | DULUTH GA | 146 | $7.5M | $195K |
| 5 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $81K |
