Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Balanced Index Fund Admiral Shares in their Schedule of Assets, totaling $25.5M 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 | GRAVES GILBERT CLINIC PLLC GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | BOWLING GREEN KY | 1,273 | $187.2M | $23.5M |
| 2 | GALOIS, INC. GALOIS INC 401K PLAN AND TRUST | PORTLAND OR | 116 | $30.9M | $1.9M |
| 3 | PACIFIC LIFESTYLE HOMES, INC. PACIFIC LIFESTYLE HOMES, INC. 401(K) PLAN |
VANCOUVER WA |
| 119 |
| $9.2M |
| $85K |
