Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Bal Idx - Adm in their Schedule of Assets, totaling $8.6M 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 | NORTHWEST CASCADE, INC. NORTHWEST CASCADE, INC. 401(K) SAVINGS PLAN | PUYALLUP WA | 504 | $25.5M | $6.2M |
| 2 | HOTEL EQUITIES GROUP, LLC HOTEL EQUITIES GROUP, LLC 401(K) PLAN | ALPHARETTA GA | 4,757 | $21.8M | $744K |
| 3 | DYNAMIC INDUSTRIAL GROUP, LLC DYNAMIC INDUSTRIAL GROUP 401(K) PLAN |
ELKHART IN |
| 341 |
| $5.2M |
| $327K |
| 4 | ASIAN AMERICAN DRUG ABUSE AADAP, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 129 | $11.3M | $304K |
| 5 | BOGIN, MUNNS & MUNNS P.A. BOGIN, MUNNS & MUNNS P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 99 | $4.4M | $249K |
| 6 | I SQUARED CAPITAL ADVISORS US LL I SQUARED 401(K) PLAN | MIAMI FL | 140 | $7.9M | $223K |
| 7 | ADHEREHEALTH, LLC ADHEREHEALTH, LLC 401(K) PLAN | NASHVILLE TN | 269 | $3.6M | $110K |
| 8 | MYND MANAGEMENT, INC. MYND 401(K) PLAN | OAKLAND CA | 443 | $10.3M | $91K |
| 9 | CAESARSTONE USA, INC. CAESARSTONE USA, INC. 401(K) & PROFIT SHARING PLAN | CHARLOTTE NC | 450 | $12.1M | $80K |
| 10 | INTEGRAL SENIOR LIVING, LLC ISL EMPLOYEES & AFFILIATES 401(K) PLAN | CARLSBAD CA | 2,711 | $12.6M | $55K |
