Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Balanced Idx InstAdm in their Schedule of Assets, totaling $2.4M 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 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $1.3M |
| 2 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $471K |
| 3 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. |
ATLANTA GA |
| 293 |
| $67.1M |
| $373K |
| 4 | MUSEUM OF CONTEMPORARY ART MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 144 | $10.1M | $179K |
| 5 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $144K |
