Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Balanced Index Adm in their Schedule of Assets, totaling $5.0M 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 | SUTTON FORD, INC. SUTTON AUTO TEAM RETIREMENT PLAN | MATTESON IL | 331 | $10.6M | $2.6M |
| 2 | ASPYR MEDIA, INC. ASPYR MEDIA 401(K) PLAN | AUSTIN TX | 114 | $11.7M | $2.4M |