Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding Vanguard Target Retirement 2055 Fund Registered investment company • in their Schedule of Assets, totaling $641.4M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $100.1M |
| 2 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $50.9M |
| 3 | UNIVERSITY OF NOTRE DAME DU LAC |
NOTRE DAME IN |
| 10,081 |
| $2.6B |
| $48.9M |
| 4 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $30.6M |
| 5 | CONCENTRIX CVG CORPORATION CONCENTRIX RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 35,537 | $879.7M | $27.8M |
| 6 | FIGMA, INC. FIGMA, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,266 | $100.9M | $25.6M |
| 7 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $24.4M |
| 8 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $16.7M |
| 9 | RENESAS ELECTRONICS AMERICA INC. RENESAS ELECTRONICS AMERICA INC. 401(K) PLAN | SAN JOSE CA | 2,318 | $1.4B | $15.3M |
| 10 | QUEST SOFTWARE INC. QUEST SOFTWARE INC. 401(K) PLAN | ALISO VIEJO CA | 968 | $299.5M | $13.5M |
