Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retire 2055 Mutual fund N/A in their Schedule of Assets, totaling $4.9M 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 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $4.5M |
| 2 | MILE HIGH MONTESSORI EARLY LEARNING CENTERS MILE HIGH EARLY LEARNING 401(K) PLAN | DENVER CO | 167 | $4.5M | $255K |
| 3 | ST. ANNE'S EPISCOPAL SCHOOL, INC. |
DENVER CO |
| 88 |
| $20.9M |
| $91K |