Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vangrd Balanced Index Fnd Adm in their Schedule of Assets, totaling $5.9M 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 | STAUFFER MANUFACTURING COMPANY STAUFFER MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | RED HILL PA | 230 | $31.6M | $2.6M |
| 2 | ENAVATE HOLDINGS, LLC ENAVATE RETIREMENT PLAN | TAMPA FL | 127 | $12.1M | $740K |
| 3 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY TX |
| 76 |
| $66.0M |
| $575K |
| 4 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $565K |
| 5 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $321K |
| 6 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $319K |
| 7 | CARMEL VALLEY MANOR CARMEL VALLEY MANOR 403(B)(7) PLAN | CARMEL CA | 140 | $8.4M | $306K |
| 8 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $129K |
| 9 | ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOL 401(K) PLAN | BRONX NY | 219 | $5.6M | $85K |
| 10 | RESCUE AGENCY PUBLIC BENEFIT, LLC RESCUE AGENCY PUBLIC BENEFIT, LLC 401(K) PLAN | SAN DIEGO CA | 215 | $13.1M | $83K |
