Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 291 U.S. retirement plans report holding Vanguard Balanced Index Adm Vanguard 0 in their Schedule of Assets, totaling $110.8M 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 | CASCADE ENERGY, LLC CASCADE ENERGY 401(K) PLAN & TRUST | PORTLAND OR | 220 | $43.3M | $6.8M |
| 2 | HILLMANN CONSULTING, LLC HILLMANN CONSULTING 401(K) PLAN | UNION NJ | 237 | $23.9M | $5.4M |
| 3 | MAWD PATHOLOGY GROUP, P.A. MAWD PATHOLOGY GROUP, P.A. EMPLOYEES P/S PLAN |
LENEXA KS |
| 337 |
| $38.1M |
| $4.8M |
| 4 | D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN | POTTSVILLE PA | 332 | $63.4M | $3.8M |
| 5 | IN-DEPTH ENGINEERING CORPORATION IN-DEPTH ENGINEERING RETIREMENT PLAN | FAIRFAX VA | 193 | $36.1M | $3.8M |
| 6 | FACES ENTERPRISES TOWSON LTD ABOUT FACES 401(K) PLAN | TOWSON MD | 225 | $8.8M | $3.6M |
| 7 | BRIGHTKEY, INC. BRIGHTKEY 401(K) RETIREMENT PLAN | ANNAPOLIS MD | 420 | $10.7M | $2.8M |
| 8 | CHICAGO SYMPHONY ORCHESTRA ASSOCIATION CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES | CHICAGO IL | 139 | $34.2M | $2.3M |
| 9 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $2.2M |
| 10 | SOUTHERN ALUMINUM MANUFACTURING ACQUISITION SOUTHERN ALUMINUM 401(K) PLAN | MAGNOLIA AR | 140 | $7.2M | $2.2M |
