Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VANGUARD VANGUARD TRGT RETIRE 2055 INV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.3M 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 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $2.8M |
| 2 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $2.0M |
| 3 |
CHESTERTOWN MD |
| 229 |
| $26.4M |
| $1000K |
| 4 | THE KINGS ACADEMY INC. THE KINGS ACADEMY INC. 403B RETIREMENT PLAN | WEST PALM BEACH FL | 293 | $16.2M | $860K |
| 5 | VISTA DEL MAR CHILD AND FAMILY SERVICES 403B THRIFT PLAN OF VISTA DEL MAR CHILD AND FAMILY SERVICES | LOS ANGELES CA | 596 | $15.6M | $362K |
| 6 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $162K |
| 7 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $162K |
| 8 | RETAIL TECHNOLOGY GROUP INC. RETAIL TECHNOLOGY GROUP INC. PROFIT SHARING PLAN TRUST | FENTON MO | 155 | $6.1M | $49K |
