Vanguard Balanced Index Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 155 retirement plans report an interest in this investment, totaling $59.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
155
Reported interest (EOY)
$59.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Vanguard Balanced Index Fund, Vanguard Balanced Index. Counts combine all variants of the same investment.
Plans holding Vanguard Balanced Index Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | IFS ACQUISITION LLC INDIVIDUAL FOODSERVICE 401(K) PLAN | BELL CA | 165 | $18.4M | $9.4M |
| 2 | PERRIN BERNARD SUPOWITZ, INC. DBA INDIVIDUAL FOODSERVICE INDIVIDUAL FOODSERVICE 401(K) PLAN | BELL CA | 326 | $16.5M | $7.4M |
| 3 | GLOCK, INC. GLOCK, INC. 401(K) PLAN | SMYRNA GA | 637 | $23.4M | $7.0M |
| 4 | IBEW LOCAL 351 SURETY FUND TRUSTEES IBEW LOCAL 351 SURETY PLAN | WEST TRENTON NJ | 2,075 | $676.6M | $6.4M |
| 5 | YIELD ENGINEERING SYSTEMS, INC. YIELD ENGINEERING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | FREMONT CA | 197 | $16.5M | $3.3M |
| 6 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $2.7M |
| 7 | GOVSTRIVE, LLC GOVSTRIVE 401K PLAN | DUBLIN GA | 222 | $7.1M | $2.5M |
| 8 | SIGN A RAMA, INC. U.F.G. GROUP 401(K) RETIREMENT PLAN | WEST PALM BEACH FL | 194 | $20.8M | $2.5M |
| 9 | GEORGE & LYNCH, INC. GEORGE & LYNCH 401(K) PROFIT SHARING PLAN | DOVER DE | 217 | $20.6M | $1.8M |
| 10 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 179 | $41.1M | $1.6M |
See all 155 plans holding Vanguard Balanced Index Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro