Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Adm Registered investment companies in their Schedule of Assets, totaling $886K 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 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $869K |
| 2 | DENNIS UNIFORM MANUFACTURING LLC DENNIS UNIFORM MANUFACTURING LLC PROFIT SHARING 401(K) PLAN | PORTLAND OR | 335 | $8.8M | $18K |
