Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 313 U.S. retirement plans report holding Vanguard Bal Idx - Adm in their Schedule of Assets, totaling $185.9M 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 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN | EAGLEVILLE PA | 352 | $74.0M | $10.8M |
| 2 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $9.1M |
| 3 | SERVER PRODUCTS, INC. SERVER PRODUCTS, INC. EMPLOYEES 401(K) RETIREMENT PLAN |
RICHFIELD WI |
| 103 |
| $18.0M |
| $6.5M |
| 4 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $6.0M |
| 5 | FARRELL FRITZ, P.C. FARRELL FRITZ, P.C. 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 155 | $79.6M | $5.9M |
| 6 | HUTCHINSON FMS, INC. HUTCHINSON CORPORATION 401(K) PLAN & TRUST | AUBURN HILLS MI | 1,778 | $213.5M | $5.5M |
| 7 | TIBBETTS LUMBER CO., LLC TIBBETTS LUMBER CO LLC 401K PLAN 401K PLAN | CLEARWATER FL | 419 | $9.8M | $4.3M |
| 8 | GOLD STAR FOODS GOLD STAR FOODS 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 708 | $17.6M | $4.3M |
| 9 | CROM CORPORATION CROM CORPORATION PROFIT SHARING/ 401(K) PLAN FOR EMPLOYEES | GAINESVILLE FL | 449 | $21.2M | $3.7M |
| 10 | PERMIAN FORD-LINCOLN, INC. PERMIAN FORD-LINCOLN 401(K) PROFIT SHARING | HOBBS. NM | 175 | $9.9M | $3.5M |
