Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 87 U.S. retirement plans report holding Vanguard Balanced Index Adm Mutual fund - in their Schedule of Assets, totaling $87.7M 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 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN | WASHINGTON DC | 670 | $126.8M | $12.8M |
| 2 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $8.2M |
| 3 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $4.1M |
| 4 | SEED INTELLECTUAL PROPERTY LAW GROUP LLP SEED INTELLECTUAL PROPERTY LAW GROUP LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 145 | $63.4M | $4.0M |
| 5 | WARTSILA HOLDING, INC. WARTSILA HOLDING, INC. RETIREMENT PLAN | HOUSTON TX | 1,063 | $193.0M | $3.8M |
| 6 | NEUROSCIENCE CONSULTANTS, LLP NEUROSCIENCE CONSULTANTS, LLP 401(K) RETIREMENT PLAN | MEDLEY FL | 189 | $37.4M | $3.6M |
| 7 | NEW HOPE OF INDIANA, INC. NEW HOPE OF INDIANA, INC. 403(B) PLAN | INDIANAPOLIS IN | 371 | $13.3M | $3.1M |
| 8 | TABLETOP MEDIA LLC DBA ZIOSK ZIOSK RETIREMENT PLAN | PLANO TX | 122 | $10.1M | $2.9M |
| 9 | LOMANCO, INC. LOMANCO, INC. 401(K) EMPLOYEE RETIREMENT PLAN & TRUST | JACKSONVILLE AR | 274 | $40.2M | $2.9M |
| 10 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $2.8M |
