Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Target Ret 2055 Pooled separate account @ in their Schedule of Assets, totaling $36.0M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $22.2M |
| 2 | SCHARMACH ENTERPRISES, INC. DBA BMW NORTHWEST BMW NORTHWEST 401(K) PLAN | FIFE WA | 196 | $13.1M | $5.1M |
| 3 | PROJECT HOME PROJECT HOME 401(K) PLAN |
PHILADELPHIA PA |
| 299 |
| $13.1M |
| $1.2M |
| 4 | BUZICK CONSTRUCTION, INC. BUZICK CONSTRUCTION, INC. 401(K) PLAN | BARDSTOWN KY | 212 | $17.1M | $1.1M |
| 5 | CHARLOTTE ANIMAL REFERRAL & EMERGENCY CHARLOTTE ANIMAL REFERRAL & EMERGENCY 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 179 | $7.5M | $962K |
| 6 | ALLATA, LLC ALLATA, LLC 401(K) PLAN | DALLAS TX | 106 | $7.7M | $838K |
| 7 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $786K |
| 8 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 200 | $20.0M | $778K |
| 9 | PHYSICIANS PREMIER MANAGEMENT SERVICES, LLC PHYSICIANS PREMIER MANAGEMENT SERVICES 401(K) PLAN | CORPUS CHRISTI TX | 274 | $6.3M | $638K |
| 10 | SERVICE PROS INSTALLATION GROUP, INC. SERVICE PROS INSTALLATION GROUP 401(K) PLAN | CHARLOTTE NC | 281 | $6.0M | $373K |