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 Mutual Fund in their Schedule of Assets, totaling $473K 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 | NIJC, NFP NIJC, NFP 401(K) PLAN | CHICAGO IL | 172 | $5.8M | $134K |
| 2 | PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON TX | 75 | $7.6M | $128K |
| 3 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN |
| 116 |
| $6.8M |
| $106K |
| 4 | MINDTECK, INC. MINDTECK, INC. RETIREMENT SAVINGS PLAN | NAPLES FL | 54 | $6.2M | $106K |
