Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Global Equity Fund in their Schedule of Assets, totaling $9.6M 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 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $4.3M |
| 2 | PZENA INVESTMENT MANAGEMENT, LLC PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 142 | $51.6M | $2.2M |
| 3 | AMERICAN MESSAGING SERVICES, LLC |
LEWISVILLE TX |
| 79 |
| $26.5M |
| $2.2M |
| 4 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $645K |
| 5 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $208K |
| 6 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $114K |
