Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Target Retirement 2055 Mutual funds in their Schedule of Assets, totaling $68.9M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $9.8M |
| 2 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 17 ANNUITY FUND IRON WORKERS LOCAL 17 ANNUITY FUND | TROY MI | 1,369 | $101.0M | $6.6M |
| 3 | APELLIS PHARMACEUTICALS, INC. |
WALTHAM MA |
| 615 |
| $88.0M |
| $6.6M |
| 4 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $5.6M |
| 5 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $5.4M |
| 6 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $4.5M |
| 7 | RIGGS DISTLER & COMPANY, INC. RIGGS DISTLER & COMPANY, INC. RETIREMENT PLAN | CHERRY HILL NJ | 258 | $52.7M | $3.6M |
| 8 | KIDS2, LLC KIDS2 RETIREMENT SALARY SAVINGS PLAN | ATLANTA GA | 225 | $45.8M | $2.8M |
| 9 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $2.3M |
| 10 | REDAPTIVE, INC. REDAPTIVE, INC. 401(K) PLAN | DENVER CO | 171 | $19.6M | $2.1M |
