Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fund Pooled separate account in their Schedule of Assets, totaling $19.5M 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 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $2.5M |
| 2 | FUSION TRADE, INC. FUSION TRADE, INC. 401(K) PLAN | BOSTON MA | 133 | $11.6M | $1.6M |
| 3 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD |
| 147 |
| $36.5M |
| $1.4M |
| 4 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $1.2M |
| 5 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $1.1M |
| 6 | KIMBLE RECYCLING & DISPOSAL, INC. KIMBLE RECYCLING & DISPOSAL, INC. 401(K) RETIREMENT PLAN | DOVER OH | 583 | $12.7M | $1.0M |
| 7 | THE DAVIS COMPANIES, INC. THE DAVIS COMPANIES 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 290 | $6.7M | $969K |
| 8 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX | 208 | $24.8M | $963K |
| 9 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $873K |
| 10 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $831K |
