Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2055 Fd in their Schedule of Assets, totaling $1.8M 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 | CONCURRENT HRO, LLC CONCURRENT HRO 401(K) PLAN | BROOMFIELD CO | 1,641 | $61.7M | $1.1M |
| 2 | LUTHERAN SERVICES IN IOWA, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. | DES MOINES IA | 466 | $14.8M | $655K |