Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Tgt Rmt 2055 Inv Fund Mutual fund in their Schedule of Assets, totaling $34.0M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $8.2M |
| 2 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $4.4M |
| 3 | ZIRKLE FRUIT COMPANY ZIRKLE FRUIT COMPANY 401(K) PROFIT SHARING PLAN |
SELAH WA |
| 3,930 |
| $81.2M |
| $3.6M |
| 4 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $3.6M |
| 5 | BOLDYN NETWORKS US OPERATIONS LLC BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN | IRVINE CA | 425 | $50.6M | $2.5M |
| 6 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $2.2M |
| 7 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $1.5M |
| 8 | ZEST ANCHORS, LLC ZEST ANCHORS, LLC 401(K) PLAN | CARLSBAD CA | 195 | $21.1M | $1.4M |
| 9 | MILTENYI BIOTEC NORTH AMERICA INC. MILTENYI BIOTEC NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG MD | 844 | $121.3M | $868K |
| 10 | BOARDWALK IG MANAGEMENT, LLC BOARDWALK IG 401(K) PLAN | COSTA MESA CA | 67 | $15.2M | $849K |
