Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Target Retirement 2055 Inv Mutual fund in their Schedule of Assets, totaling $36.5M 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 | UNCOMMON SCHOOLS, INC. UNCOMMON SCHOOLS, INC. 403(B) PLAN | NEW YORK NY | 2,150 | $84.9M | $7.9M |
| 2 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $6.2M |
| 3 | KIPP TEAM AND FAMILY SCHOOLS, INC. |
NEWARK NJ |
| 120 |
| $20.8M |
| $4.6M |
| 4 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $3.3M |
| 5 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $2.3M |
| 6 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $2.2M |
| 7 | WELLSPAN HEALTH CHAMBERSBURG HOSPITAL 401(A) PLAN AND TRUST | NEWYORK PA | 866 | $5.3M | $1.0M |
| 8 | DALLAS-PWD, LLC DFW / WEST TEXAS 401(K) | GRAPEVINE TX | 172 | $11.1M | $920K |
| 9 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $823K |
| 10 | REMIND101, INC. REMIND101, INC. 401(K) PLAN | SAN RAMON CA | 121 | $5.5M | $805K |
