Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Vanguard Balanced Index Adm in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 1,788 | $159.8M | $2.1M |
| 2 | TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES EMI 401(K) PLAN | IDAHO FALLS ID | 289 | $23.0M | $230K |
| 3 | PNG TELECOMMUNICATIONS, INC. PNG TELECOMMUNICATIONS, INC. 401(K) PLAN |
CINCINNATI OH |
| 70 |
| $7.7M |
| $219K |