Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Balanced Index Fund Admiral in their Schedule of Assets, totaling $7.0M 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 | AFOGNAK NATIVE CORPORATION AFOGNAK NATIVE CORPORATION AND ALUTIIQ, LLC 401(K) PLAN & TRUST | CHESAPEAKE VA | 2,739 | $184.0M | $6.9M |
| 2 | INTERCEPT INTERACTIVE INC. INTERCEPT INTERACTIVE RETIREMENT PLAN | NEW YORK NY | 166 | $26.2M | $149K |
