Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Vanguard Balanced Index Adm Registered Investment Company in their Schedule of Assets, totaling $9K 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 | BRUMIS IMPORTS INC. D/B/A CORE HOME CORE HOME 401(K) PLAN | NEW YORK NY | 168 | $5.4M | $9K |
