Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fd in their Schedule of Assets, totaling $1.9M 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 | EDWIN L. HEIM COMPANY EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG PA | 172 | $88.2M | $932K |
| 2 | INVENTUS POWER INVENTUS POWER 401K | WOODRIDGE IL | 155 | $35.3M | $917K |
| 3 | GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN |
MENASHA WI |
| 1,292 |
| $25.2M |
| $41K |
