Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANG BAL INDEX ADM in their Schedule of Assets, totaling $20.4M 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 | ALPINE INTEL, LLC DONAN ENGINEERING CO., INC. 401(K) PLAN & TRUST | LOUISVILLE KY | 355 | $33.9M | $7.0M |
| 2 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $6.0M |
| 3 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 134 |
| $61.7M |
| $3.3M |
| 4 | WASATCH ADVISORS, LP WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 97 | $120.1M | $1.9M |
| 5 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $1.7M |
| 6 | HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | TYLER TX | 250 | $21.0M | $389K |
| 7 | SEVEN SEAS WATER CORPORATION SEVEN SEAS WATER CORPORATION 401K PROFIT SHARING PLAN | TAMPA FL | 129 | $12.7M | $50K |
| 8 | LDRV HOLDINGS CORP. LDRV HOLDINGS CORP. 401(K) PLAN | TAMPA FL | 1,278 | $34.6M | $28K |
| 9 | DETEX CORPORATION DETEX CORPORATION 401(K) & PROFIT SHARING PLAN | NEW BRAUNFELS TX | 121 | $12.7M | $27K |
