Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding Vanguard Target Retirement 2055 Registered investment company in their Schedule of Assets, totaling $148.2M 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 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 736 | $59.3M | $12.3M |
| 2 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 1,940 | $288.9M | $10.3M |
| 3 | BLEND LABS, INC. BLEND LABS, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 473 |
| $71.0M |
| $10.1M |
| 4 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $8.8M |
| 5 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $8.2M |
| 6 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN | PORTLAND OR | 1,689 | $304.2M | $8.1M |
| 7 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $7.2M |
| 8 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $6.0M |
| 9 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $5.9M |
| 10 | QUIZLET, INC. QUIZLET, INC. 401(K) PLAN | SAN FRANCISCO CA | 278 | $29.5M | $5.6M |