Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Ret Income Trust II in their Schedule of Assets, totaling $17.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN | CHICAGO IL | 1,113 | $793.3M | $13.2M |
| 2 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $3.6M |
| 3 | SSI (U.S.) INC. DBA SPENCER STUART |
CHICAGO IL |
| 1,046 |
| $568.4M |
| $298K |
