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THE VANGUARD GROUP, INC.

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The Vanguard Group, Inc. at a glance

The Vanguard Group, Inc. appears on 3,019 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $915.3B in assets for 6,462,181 participants. The median client plan holds $25.3M. Most client plans are sponsored in CA, PA and NY. The largest clients by plan assets are International Business Machines Corporation, Google LLC and CVS Health Corporation. Plans reported $357M in direct and indirect compensation paid to The Vanguard Group, Inc., a median of $19K per plan.

Participants
6,462,181
Median plan assets
$25.3M
Median plan participants
345
Median fees per plan
$19K
Schedule C direct + indirect

Top client states

  1. CA339 plans
  2. PA277 plans
  3. NY229 plans
  4. TX184 plans
  5. IL138 plans

Frequently asked questions

Who uses The Vanguard Group, Inc.?
3,019 retirement plans list The Vanguard Group, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, Google LLC, CVS Health Corporation, Kaiser Foundation Health Plan, Inc. and Fedex Corporation. Most client plans are sponsored in CA, PA and NY.
How many plans does The Vanguard Group, Inc. serve?
The Vanguard Group, Inc. serves 3,019 retirement plans with $915.3B in plan assets and 6,462,181 participants, based on the latest Form 5500 filings through 2024.
What does The Vanguard Group, Inc. charge?
Plans reported $357M in total Schedule C compensation paid to The Vanguard Group, Inc.. The median plan paid $19K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served3,019-80 YoYRank #7 of mapped providers
Assets under administration$915.3B1.0%Market share · rank #13
Fees received$357MMedian $19,428/planSum across Schedule C direct + indirect
Net wins YoY-49310 won · 359 lostPlan-level switch detection

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