Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Ad Mutual funds in their Schedule of Assets, totaling $674K 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 | GEO SPECIALTY CHEMICALS, INC. GEO SPECIALTY CHEMICALS, INC. SAVINGS PLAN | EXTON PA | 69 | $22.9M | $346K |
| 2 | DAKO RESOURCES LLC DAKO RESOURCES LLC 401(K) PROFIT SHARING PLAN & TRUST | TROY MI | 826 | $20.9M | $328K |
