Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Bal Idx-Adm Mutual fund in their Schedule of Assets, totaling $831K 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 | OBAGI COSMECEUTICALS, LLC OBAGI COSMECEUTICALS, LLC RETIREMENT PLAN | LONG BEACH CA | 181 | $20.8M | $306K |
| 2 | PHILLIPS FARMS, LLC PHILLIPS FARMS, LLC 401(K) PLAN | LODI CA | 171 | $14.5M | $284K |
| 3 | FEITH SYSTEMS AND SOFTWARE, INC. 401(K) SAVINGS PLAN FOR EMPLOYEES OF FEITH SYSTEMS AND S |
FORT WASHINGTON PA |
| 106 |
| $39.4M |
| $242K |
