Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Ret 2055 Registered investment company in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MODERNIZING MEDICINE, INC. MODERNIZING MEDICINE, INC. 401(K) PLAN | BOCA RATON FL | 1,615 | $114.8M | $9.4M |
| 2 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $1.4M |
| 3 | GONNELLA BAKING CO. GONNELLA RETIREMENT SAVINGS PLAN |
SCHAUMBURG IL |
| 363 |
| $40.4M |
| $596K |
