Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vangrd Balanced Index Fnd Adm Mutual fund in their Schedule of Assets, totaling $2.2M 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 | HARLEM RBI 403(B) RETIREMENT PLAN FOR HARLEM RBI | NEW YORK NY | 112 | $6.1M | $1.0M |
| 2 | RETAIL TECH, INC. RETAIL TECH, INC. RETIREMENT SAVINGS PLAN | CHANHASSEN MN | 250 | $30.8M | $690K |
| 3 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN |
PITTSBURGH PA |
| 688 |
| $10.4M |
| $361K |
| 4 | DISCOPYLABS DISCOPYLABS 401(K) PLAN | FREMONT CA | 246 | $8.0M | $58K |
| 5 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $27K |
| 6 | A&D MORTGAGE LLC A&D MORTGAGE LLC | HOLLYWOOD FL | 175 | $1.6M | $2K |
