Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index A in their Schedule of Assets, totaling $2.0M 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 | SELF-HELP SERVICES CORPORATION 403(B) PLAN FOR SELF-HELP SERVICES CORPORATION | DURHAM NC | 264 | $84.0M | $1.1M |
| 2 | SELF-HELP SERVICES CORPORATION SELF HELP EMPLOYEE 401(K) PLAN | DURHAM NC | 720 | $52.3M | $869K |
