Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Target Retirement 2055 Inv Mutual fund n/a in their Schedule of Assets, totaling $26.3M 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 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $4.4M |
| 2 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $4.3M |
| 3 | ALDEVRON, LLC ALDEVRON RETIREMENT SAVINGS PLAN |
FARGO ND |
| 0 |
| $0 |
| $2.8M |
| 4 | LIVINGSTON HEALTHCARE LIVINGSTON HEALTHCARE 401(K) PLAN | LIVINGSTON MT | 480 | $32.5M | $1.8M |
| 5 | MITTERA GROUP, INC. MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 1,581 | $85.1M | $1.7M |
| 6 | SURGICAL MANAGEMENT PROFESSIONALS, LLC SURGICAL CENTERS 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 383 | $25.2M | $1.1M |
| 7 | UNITED STATES SKI ASSOCIATION D/B/A U.S. SKI & SNOWBOARD U.S. SKI & SNOWBOARD 401(K) PLAN | PARK CITY UT | 171 | $12.3M | $919K |
| 8 | MAGNUM ELECTRIC, INC. MAGNUM ELECTRIC 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 373 | $13.4M | $841K |
| 9 | BETHANY RETIREMENT LIVING BETHANY RETIREMENT LIVING 401(K) PLAN | FARGO ND | 725 | $13.4M | $815K |
| 10 | TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA OK | 319 | $45.3M | $807K |
