Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Balanced Index-Adm Mutual Funds in their Schedule of Assets, totaling $7.1M 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 | FAMILY PRACTICE CENTER, PC FAMILY PRACTICE CENTER, PC 401K PLAN | SELINSGROVE PA | 985 | $107.8M | $1.4M |
| 2 | ROGERS FORD SALES, INC. ROGERS FORD SALES, INC. 401(K) PLAN | MIDLAND TX | 179 | $14.0M | $1.4M |
| 3 | AVALON HOLDINGS CORPORATION AVALON HOLDINGS CORPORATION PARTICIPATING COMPANIES PROFIT SHARING PLAN AND TRUST |
WARREN OH |
| 306 |
| $7.2M |
| $1.2M |
| 4 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $1.1M |
| 5 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN | RICHARDSON TX | 250 | $8.7M | $588K |
| 6 | C. L. SERVICES, INC. C.L. SERVICES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 137 | $7.3M | $559K |
| 7 | HARMONY FOODS, LLC SCN BESTCO 401(K) PLAN | GOLDEN CO | 1,216 | $72.5M | $267K |
| 8 | ALLIANCE MEMBER SERVICES INC. ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | SANTA CRUZ CA | 137 | $33.5M | $177K |
| 9 | LANDIS SUPERMARKET, INC. LANDIS SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN | TELFORD PA | 222 | $12.9M | $158K |
| 10 | AMERICAN PAPER & TWINE COMPANY AMERICAN PAPER & TWINE COMPANY EMPLOYEE PROFIT SHARING & BENEFIT TRUST | NASHVILLE TN | 0 | $0 | $65K |
