Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fund Mutual funds in their Schedule of Assets, totaling $111.7M 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 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $15.0M |
| 2 | GOFUNDME, INC. GOFUNDME 401(K) PLAN | REDWOOD CITY CA | 684 | $61.1M | $13.7M |
| 3 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN |
BETHESDA MD |
| 2,133 |
| $196.1M |
| $7.8M |
| 4 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $7.2M |
| 5 | APPLE BANK APPLE BANK FOR SAVINGS 401(K) PLAN | NEW YORK NY | 1,308 | $171.0M | $6.4M |
| 6 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $5.5M |
| 7 | REGENCY CENTERS REGENCY CENTERS 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 489 | $165.2M | $5.4M |
| 8 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $5.3M |
| 9 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 147 | $47.9M | $4.1M |
| 10 | BEN GROUP, INC BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN | SHERMAN OAKS CA | 323 | $50.4M | $4.0M |
