Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Balanced Index Adm Mutual fund n/a in their Schedule of Assets, totaling $2.9M 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 | BETHEL LUTHERAN NURSING & REHABILITATION CENTER BETHEL LUTHERAN NURSING & REHABILITATION CENTER PROFIT SHARING PLAN AND TRUST | WILLISTON ND | 133 | $6.7M | $1.2M |
| 2 | BRIGHTEDGE TECHNOLOGIES, INC. BRIGHTEDGE TECHNOLOGIES, INC. 401(K) PLAN | SAN MATEO CA | 282 | $17.1M | $558K |
| 3 | LUCID SOFTWARE INC. |
SOUTH JORDAN UT |
| 927 |
| $88.4M |
| $430K |
| 4 | ADVOCAP, INC. ADVOCAP, INC. RETIREMENT PLAN | FOND DU LAC WI | 158 | $8.0M | $382K |
| 5 | BUSHEL INC. BUSHEL INC. 401(K) PLAN | FARGO ND | 120 | $12.5M | $117K |
| 6 | HOPPER (USA), INC. HOPPER 401(K) PLAN | BOSTON MA | 242 | $17.6M | $108K |
| 7 | PRICETRACE LLC DM GROUP 401K PLAN | RICHARDSON TX | 88 | $5.0M | $69K |
