Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fd I Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $1.6M |
| 2 | COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLC COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, L.L.C. 401(K) PROFIT SHARING PLAN | ALLENDALE SC | 148 | $18.4M | $995K |
| 3 | MARKSTEIN SALES CO. |
ANTIOCH CA |
| 175 |
| $12.1M |
| $542K |
| 4 | CMP AMS USA, INC CMP AMS USA, INC. 401(K) PLAN | BINGHAMTON NY | 136 | $4.7M | $298K |
| 5 | EVOFEM, INC. EVOFEM, INC. 401(K) PLAN | SAN DIEGO CA | 32 | $7.5M | $208K |
| 6 | MARK PORTER AUTO GROUP, INC. MARK PORTER AUTO GROUP, INC. 401(K) PLAN | POMEROY OH | 250 | $4.7M | $46K |
