Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Balanced Index Adm Mutual Fund in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $1.5M |
| 2 | ED HERRINGTON, INC. ED HERRINGTON, INC. 401(K) PROFIT SHARING PLAN | HILLSDALE NY | 197 | $18.7M | $866K |
| 3 | THE BURGISS GROUP LLC |
NEW YORK NY |
| 182 |
| $20.0M |
| $364K |
| 4 | PACIFIC LIVING PROPERTIES, INC. PACIFIC LIVING PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST | KIRKLAND WA | 134 | $2.4M | $8K |
| 5 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 514 | $3.4M | $3K |
