Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vngrd Trgt Rtrmt 2055 Inv Mutual Fund in their Schedule of Assets, totaling $7.9M 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 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $1.5M |
| 2 | WESTSTAR BANK WESTSTAR BANK 401(K) PLAN | EL PASO TX | 329 | $26.5M | $1.4M |
| 3 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN |
TOWSON MD |
| 252 |
| $25.4M |
| $1.4M |
| 4 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | STREETSBORO OH | 106 | $14.7M | $969K |
| 5 | COLWEN MANAGEMENT, INC. COLWEN MANAGEMENT, INC. 401(K) BENEFIT PLAN | PORTSMOUTH NH | 869 | $16.3M | $744K |
| 6 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $427K |
| 7 | MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM MD | 216 | $3.7M | $405K |
| 8 | TEN OAKS, LLC TEN OAKS, LLC 401(K) PLAN | STUART VA | 196 | $2.8M | $280K |
| 9 | AMERICAN VISION GROUP LLC AMERICAN VISION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 199 | $2.7M | $226K |
| 10 | J.A. MOTORCARS, INC. ANTWERPEN AUTOMOTIVE GROUP 401(K) PLAN | CLARKSVILLE MD | 384 | $7.4M | $156K |
