Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding N/R Vanguard Investments Tax-Managed Balanced Fund Admiral Shares N/R in their Schedule of Assets, totaling $6K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AREA STORAGE & TRANSFER INC AREA STORAGE & TRANSFER INC 401(K) PROFIT SHARING PLAN & TRUST | HARRISBURG PA | 287 | $2.5M | $6K |
