Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Balanced Index Ad in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $4.4M |
| 2 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $1.3M |
| 3 | NCS TECHNOLOGIES, INC. NCS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MANASSAS VA |
| 132 |
| $19.7M |
| $623K |
| 4 | JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. JCCS, PC 401K PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 117 | $26.1M | $20K |
