Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vangrd Balanced Index Fnd Adm Pooled separate account in their Schedule of Assets, totaling $2.7M 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 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $581K |
| 2 | GT&E, LLC GROFF TRACTOR 401(K) PLAN | MECHANICSBURG PA | 231 | $20.9M | $439K |
| 3 | HOUCK SERVICES, INC. HOUCK SERVICES, INC. SALARY SAVINGS PLAN |
| 348 |
| $16.2M |
| $346K |
| 4 | GROFF TRACTOR MID ATLANTIC, LLC GROFF TRACTOR MID ATLANTIC 401(K) PLAN | ESSEX MD | 110 | $9.2M | $297K |
| 5 | BEARING TREE, INC. BEARING TREE, INC. 401(K) PLAN | CHICAGO IL | 190 | $6.8M | $295K |
| 6 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $212K |
| 7 | PIPES & SHAW LLC PIPES & SHAW LLC 401(K) PLAN | NEW YORK NY | 310 | $8.9M | $110K |
| 8 | MOUNTAIN CAPITAL PARTNERS, LLC MOUNTAIN CAPITAL PARTNERS 401K PLAN | DURANGO CO | 510 | $10.3M | $106K |
| 9 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN | GLASTONBURY CT | 120 | $10.2M | $102K |
| 10 | NORTHSTAR EMERGENCY SERVICES, INC. DBA NORCAL AMBULANCE NORCAL AMBULANCE 401(K) PLAN AND TRUST | DUBLIN CA | 871 | $6.1M | $59K |
