Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Tgt Retire 2055 Tr I Common/Collective Trust in their Schedule of Assets, totaling $227.6M 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 | E. & J. GALLO WINERY E. & J. GALLO WINERY MASTER RETIREMENT TRUST | MODESTO CA | — | $2.1B | $105.2M |
| 2 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST | ATLANTA GA | — | $1.5B | $83.3M |
| 3 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN |
SEATTLE WA |
| 704 |
| $349.8M |
| $23.7M |
| 4 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN | SEATTLE WA | 1,683 | $1.3B | $15.3M |
