Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Target Retirement 2055 Inv Fund -- in their Schedule of Assets, totaling $26.4M 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 | MATTHEW WARREN INC. DBA MW INDUSTRIES INC MW INDUSTRIES, INC. CONSOLIDATED EMPLOYER RETIREMENT SAVINGS PLAN | ROSEMONT IL | 2,022 | $195.6M | $7.2M |
| 2 | ATLANTIC CORPORATION OF WILMINGTON, INC. ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN | WILMINGTON NC | 1,144 | $177.8M | $4.2M |
| 3 |
MORRIS IL |
| 1,590 |
| $118.6M |
| $3.2M |
| 4 | THE CHILDREN'S CENTER, INC. BETHANY CHILDREN'S HEALTH CENTER 401(K) PLAN | BETHANY OK | 871 | $42.0M | $3.0M |
| 5 | MIDWEST TRANSIT EQUIPMENT, INC. MIDWEST TRANSIT EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN AND TRUST | KANKAKEE IL | 243 | $27.0M | $1.5M |
| 6 | NATIONAL TOBACCO COMPANY, L.P. TURNING POINT BRANDS, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 297 | $33.4M | $1.4M |
| 7 | PENTEGRA SERVICES INC MSTC EASY(K) PEP | WHITE PLAINS NY | 1,450 | $19.3M | $1.3M |
| 8 | OXFAM AMERICA, INC. OXFAM AMERICA RETIREMENT PLAN | BOSTON MA | 227 | $19.5M | $825K |
| 9 | PAXXUS, INC. PAXXUS, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | ADDISON IL | 196 | $20.7M | $540K |
| 10 | XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN OR | 3,063 | $131.5M | $514K |
