Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Vanguard Target Retirement 2055 Investor Shares {+} in their Schedule of Assets, totaling $26.9M 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 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $7.4M |
| 2 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN | ELWYN PA | 2,534 | $73.7M | $6.9M |
| 3 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 1,071 |
| $71.6M |
| $3.0M |
| 4 | CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 401(K) PLAN | CONWAY SC | 1,857 | $89.1M | $2.8M |
| 5 | CHARTBEAT INC. CHARTBEAT 401K PLAN | AUSTIN TX | 104 | $14.0M | $1.5M |
| 6 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $1.4M |
| 7 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) | WASHINGTON DC | 477 | $11.2M | $1.2M |
| 8 | TECHMER PM, LLC TECHMER PM, LLC 401(K) PROFIT SHARING PLAN | CLINTON TN | 466 | $69.1M | $696K |
| 9 | STANDARD SOLAR, INC. STANDARD SOLAR, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 141 | $12.5M | $641K |
| 10 | GOODSILL ANDERSON QUINN & STIFEL A LIMITED LIABILITY LAW PARTNERSHIP RETIREMENT PLAN OF GOODSILL ANDERSON QUINN & STIFEL | HONOLULU HI | 93 | $50.1M | $580K |
