Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2055 Fund Investor Shares in their Schedule of Assets, totaling $34.7M 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 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $15.0M |
| 2 | SPHERA SOLUTIONS, INC. SPHERA SOLUTIONS INC. 401(K) PLAN | CHICAGO IL | 372 | $65.6M | $4.1M |
| 3 | STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN |
FRANKENMUTH MI |
| 401 |
| $38.8M |
| $3.6M |
| 4 | FIRST INTERNATIONAL BANK & TRUST FIRST INTERNATIONAL BANK & TRUST 401(K) PROFIT SHARING PLAN | WATFORD CITY ND | 616 | $98.4M | $2.9M |
| 5 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) | LOS ANGELES CA | 155 | $63.3M | $1.4M |
| 6 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $1.4M |
| 7 | ACADEMIC MEDICINE SERVICES INC ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO NY | 238 | $39.5M | $1.2M |
| 8 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $1.0M |
| 9 | BIG HORN HOSPITAL ASSOCIATION BIG HORN HOSPITAL ASSOCIATION 401(K) PLAN | HARDIN MT | 108 | $8.8M | $689K |
| 10 | CAMBRIDGE UNIVERSITY PRESS CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 332 | $53.3M | $671K |
