The Vanguard Group
6 more advisory clients, 64 more other clients, 236 more Schedule C rows and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- Pottstown Memorial Medical Center Retirement Income Plan Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
- The Retirement Plan of Apple Bank for Savings Investment adviser (plan)Trusteethrough Sep 30, 2025 Form 5500
- ST. Lukes Health Network Pension Plan General consultantthrough Dec 31, 2022 Form 5500
+6 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- UB Distributors, LLC Pension Plan TrusteeDirected trusteethrough Dec 31, 2024
- Grow America Defined Benefit Pension Plan Trusteethrough Dec 31, 2024
- Hawaiian Telcom Hourly Employees Pension Plan Trusteethrough Dec 31, 2024
+64 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pottstown Memorial Medical Center Retirement Income Plan | 2025 | 27 | INVESTMENT ADVISOR | $5,790 |
| Transocean U.S. Retirement Plan | 2024 | 15 21 27 50 52 56 68 | TRUSTEE | $557,604 |
| Mueller Group, LLC Pension Plan for Selected Employees | 2024 | 21 28 59 60 | CUSTODIAN | $279,090 |
+236 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- The Vanguard Group, Inc appears on The Retirement Plan of Apple Bank for Savings's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- Vanguard no longer appears on The Risk Management Association Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- The Vanguard Group no longer appears on Employees' Retirement Plan of the Union League Club's Schedule C as general consultant (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- Vanguard no longer appears on Leidos Biomedical Research, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- The Vanguard Group no longer appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.