Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vertex Inc Class A in their Schedule of Assets, totaling $5.5M 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 | LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY MO | — | $126.4M | $2.2M |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $2.1M |
| 3 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN |
HARTFORD CT |
| 18,645 |
| $7.2B |
| $353K |
| 4 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC SMALL CAP POOL | KANSAS CITY MO | — | $33.4M | $341K |
| 5 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $330K |
| 6 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $219K |
| 7 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $20K |
| 8 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $6K |
| 9 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | FOLSOM NJ | 188 | $74.6M | $5K |
| 10 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | FOLSOM NJ | 220 | $22.3M | $4K |
