Vermont retirement plan holdings
174 Vermont plans with $10.4B in assets report their investments on Schedule H line 4i. We read each filing, match every line to a fund, and tie it to a manager and a vehicle. Download the full lineup, or only what changed.
Every fund in every plan: name, ticker, CUSIP, manager, vehicle, share class, value and share of plan. Newest filing per plan.
What each plan added, dropped or replaced between its last two filings. Includes mutual-fund-to-CIT conversions, share-class moves and target-date switches, with dollar values on both sides.
- Sample: the 20 largest 401(k)-type plans, fund lines only. Free, no account.
- Full files: Pro, 10 states a month. Both files for one state count once.
- All states in one file: bulk data from $1,500.
Largest plans in Vermont
| Plan | Assets | Funds | Largest manager | Changes |
|---|---|---|---|---|
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN Largest manager: T. Rowe Price | $2.2B | 110 | T. Rowe Price | 0 |
THE PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE THE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN Largest manager: TIAA (Nuveen) | $621M | 37 | TIAA (Nuveen) | 14 |
NATIONAL LIFE INSURANCE COMPANY NATIONAL LIFE GROUP 401(K) PLAN Largest manager: T. Rowe Price | $335M | 25 | T. Rowe Price | 0 |
KING ARTHUR BAKING COMPANY, INC. KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN Largest manager: Capital Group | $328M | 10 | Capital Group | 0 |
THE PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE THE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN Largest manager: TIAA (Nuveen) | $324M | 38 | TIAA (Nuveen) | 20 |
These five, plus the next 15, make up the free sample. The full file covers every plan in the state that passes our checks.
What is in each file
- Plan
- sponsor_ein, plan_number, plan_year, sponsor_name, plan_name, sponsor_city, sponsor_state, plan_assets, participants, recordkeeper
- Fund
- fund_name, ticker, cusip, manager, vehicle, share_class, class_tier, asset_class
- Flags
- is_index, is_target_date, td_series, td_vintage, is_stable_value, is_employer_stock
- Value
- value_usd, pct_of_plan
- Links
- fund_id, plan_url, filing_url
- Plan
- sponsor_ein, plan_number, sponsor_name, plan_name, sponsor_city, sponsor_state, plan_assets, recordkeeper
- Event
- year_from, year_to, event (add, drop, replaced, mf_to_cit, cit_to_mf, class_change, td_switch, vehicle_change)
- From
- fund_from, manager_from, vehicle_from, value_from_usd, td_series_from
- To
- fund_to, manager_to, vehicle_to, value_to_usd, td_series_to
- Context
- sleeve, confidence, plan_url
From the filing to the file
Every plan that holds your funds
A national list of plans that hold a manager, a fund or a target-date series, with the dollar value in each plan and every add and drop since the prior year. One CSV, fixed price: $750 per manager, $1,500 with two competitors.
Questions
Plans that file the full Form 5500 with Schedule H and attach a schedule of assets (line 4i). That is most plans with 100 or more participants. We add plans each night as filings arrive.
Each plan's newest filing, from plan years 2023, 2024, 2025 and 2026. Holdings date from the end of the plan year. Filings arrive up to 9 1/2 months after that, and new ones are added each night.
Some plans invest through a master trust and list only one line on 4i. Some attach a scanned image we cannot read yet. We leave a plan out rather than ship holdings that do not add up.
When a plan drops one fund and adds another in the same asset class in the same year, we pair them and show a confidence level. Treat medium-confidence pairs as a lead, not a fact.
Schedule C of the same filing: the provider paid for recordkeeping, then for loan processing. It is blank when the filing names neither.
Pro. The free sample in each state (the 20 largest 401(k)-type plans, fund lines only) needs no account. On Pro, full files count toward the same 10 state downloads a month as the plan CSVs, and both holdings files for one state count once. All states in one file: bulk data from $1,500.
Yes, as a custom pull. National lists by manager, fund or target-date series ship as one CSV at a fixed price. See custom analytics.