Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fund Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $9.2M 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 | CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON MA | 425 | $45.1M | $5.3M |
| 2 | TEAMDYNAMIX SOLUTIONS LLC TEAMDYNAMIX SOLUTIONS 401(K) PLAN | COLUMBUS OH | 139 | $12.9M | $2.0M |
| 3 | HOMEWORKS ENERGY INC HOMEWORKS ENERGY, INC. 401(K) PLAN |
MEDFORD MA |
| 601 |
| $6.4M |
| $898K |
| 4 | LUMISTRY, INC. LUMISTRY, INC. 401(K) PLAN | AUSTIN TX | 142 | $7.6M | $627K |
| 5 | RSOURCE, LLC DBA KNOWTION HEALTH KNOWTION HEALTH 401(K) PLAN | BOCA RATON FL | 712 | $7.9M | $363K |
