Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vangrd Balanced Index Fnd Adm Pooled separate accounts in their Schedule of Assets, totaling $76K 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 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | JACKSONVILLE FL | 148 | $25.4M | $55K |
| 2 | WITTWER, INC. WITTWER, INC. PROFIT SHARING / 401(K) PLAN AND TRUST | ST GEORGE UT | 470 | $13.3M | $21K |
