Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Balanced Index Adm Registered Investment Company in their Schedule of Assets, totaling $41.7M 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 | COMMUNITY HEALTH GROUP COMMUNITY HEALTH GROUP 401(K) PLAN | CHULA VISTA CA | 475 | $29.1M | $12.6M |
| 2 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $4.1M |
| 3 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN |
SIOUX FALLS SD |
| 450 |
| $8.1M |
| $3.5M |
| 4 | BEST & FLANAGAN LLP BEST & FLANAGAN LLP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 80 | $68.7M | $2.4M |
| 5 | NATIONAL CUSTOM CORPORATE SERVICES, INC. G&A MANAGERS, LLC RETIREMENT PLAN | ALPHARETTA GA | 350 | $6.6M | $2.1M |
| 6 | SPACE NEEDLE LLC SPACE NEEDLE RETIREMENT PLAN | SEATTLE WA | 178 | $16.4M | $2.0M |
| 7 | UNIVERSAL STRATEGY GROUP, INC. UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN | FRANKLIN TN | 65 | $5.6M | $1.8M |
| 8 | MILES PARTNERSHIP LLC MILES PARTNERSHIP LLC 401(K)PLAN | SARASOTA FL | 379 | $37.2M | $1.5M |
| 9 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $1.4M |
| 10 | CASHMERE VALLEY BANK CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN | CASHMERE WA | 276 | $30.6M | $1.2M |
