SMALL AND MIDSIZE PLANS

Proven Investments

Participants want enough retirement income to support their day-to-day lives and their dreams. Our investments are built for both.

Proven investments to help maximize savings

Retirement readiness starts with the right partner.
No matter what Vanguard products you select for your plan's fund lineup, our focus is on your participants' investment success.
We’re no. 1 (really)
By working with us, you’ll be working with one of the best in the industry. Pensions & Investments ranked us as the number one largest defined contribution asset manager, as of December 31, 2025. 
Diverse investments for everyone
No two people have the same risk tolerance. That’s why our investments are as diverse as our investors—and their needs. Our broad lineup of offerings includes both Vanguard and nonproprietary funds, providing the freedom to choose the right mix. 
Plans that attract the right people
Recruiting and retaining employees requires benefit offerings with a “wow” factor. An employer that offers a retirement plan from Vanguard—with its diverse array of enduring investments—is telling the talent they want to hire: “We’re investing in a long-term relationship with you.”

Lower costs= potentially more savings

Vanguard's costs are amond the lowest in the industry.1 And that's important for participants because every dollar they save on costs is another dollar saved for retirement. 

Historical average US expense ratios, as of December 2025

Over the years, it's always been a source of confidence to walk through a prospect’s door knowing you’re aligned to a powerhouse like Vanguard. Brian Menickella Managing Partner Beacon Financial Services

Outcomes matter—now and later

We recognize sponsors are making a big decision for the financial well-being of their participants. They want to invest with a company that thinks not only about today but also tomorrow. Vanguard’s track record with investment success speaks for itself. 
No. 1
DC asset manager, as ranked by Vanguard and Morningstar, 2024
No. 1
TDF assets under managerment²
Let's connect
Looking for the right investment product? We’re happy to help.
Let's get in touch

1 With our second straight year of expense ratio cuts, Vanguard funds now charge 84% less than the average competitor. Source: Morningstar, Inc., as of December 2025.

2 Vanguard and Morningstar, Inc., as of December 31, 2024.

For more information about any fund, visit workplace.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

Retirement plan recordkeeping and administrative services are provided by The Vanguard Group, Inc. (VGI). VGI has entered into an agreement with Ascensus, Inc., to provide certain plan recordkeeping and administrative services on its behalf. Ascensus and Total Benefits Communications are not affiliated with Vanguard Marketing Corporation, The Vanguard Group, Inc., or any of its affiliates.

Ascensus is a registered trademark of Ascensus, Inc.