Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 217 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2055-INV in their Schedule of Assets, totaling $749.3M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $392.7M |
| 2 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN | HOUSTON TX | 3,304 | $560.3M | $22.3M |
| 3 | PHRG MANAGEMENT LLC PHRG MANAGEMENT LLC 401(K) SAVINGS PLAN |
CHESTER PA |
| 3,753 |
| $157.8M |
| $21.0M |
| 4 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $18.5M |
| 5 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $13.2M |
| 6 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $13.2M |
| 7 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $13.1M |
| 8 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 1,365 | $211.0M | $8.7M |
| 9 | BSWIFT LLC BSWIFT LLC 401(K) PLAN | CHICAGO IL | 1,170 | $73.0M | $8.0M |
| 10 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $7.5M |
