Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 259 U.S. retirement plans report holding Vanguard Target Retirement 2055 – Inv Mutual Fund in their Schedule of Assets, totaling $499.3M 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 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $28.1M |
| 2 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $22.0M |
| 3 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN |
BALTIMORE MD |
| 8,350 |
| $793.4M |
| $21.8M |
| 4 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $19.1M |
| 5 | GUILD EDUCATION, INC. GUILD EDUCATION, INC. 401(K) PLAN | DENVER CO | 859 | $57.9M | $15.8M |
| 6 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $13.1M |
| 7 | HEADSPACE, INC. HEADSPACE 401(K) PLAN | SANTA MONICA CA | 718 | $59.1M | $12.9M |
| 8 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $10.9M |
| 9 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $10.9M |
| 10 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 729 | $94.9M | $9.0M |
