Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vangrd Balanced Index Fnd Adm in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STAUFFER MANUFACTURING COMPANY STAUFFER MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | RED HILL PA | 230 | $31.6M | $2.6M |
| 2 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $1.5M |
| 3 | ENAVATE HOLDINGS, LLC ENAVATE RETIREMENT PLAN |
TAMPA FL |
| 127 |
| $12.1M |
| $740K |
| 4 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $575K |
| 5 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $565K |
| 6 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $321K |
| 7 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $319K |
| 8 | CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL CA | 140 | $8.4M | $306K |
| 9 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $129K |
| 10 | ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN | BRONX NY | 219 | $5.6M | $85K |
