Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balance Index Adm in their Schedule of Assets, totaling $8.2M 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 | TAKKT FOODSERVICES, LLC TAKKT FOODSERVICES 401(K) PLAN | HARRISON OH | 319 | $62.5M | $5.8M |
| 2 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $2.5M |
| 3 | EARLE OPERATING HOLDING COMPANY, INC. THE EARLE OPERATING HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN |
FARMINGDALE NJ |
| 568 |
| $38.8M |
| $14K |