Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 399 U.S. retirement plans report holding Vanguard Balanced Index Adm Vanguard 0 in their Schedule of Assets, totaling $154.4M 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 | CASCADE ENERGY, LLC CASCADE ENERGY 401(K) PLAN & TRUST | PORTLAND OR | 220 | $43.3M | $6.8M |
| 2 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN | CAMPBELL CA | 414 | $23.3M | $6.1M |
| 3 | HILLMANN CONSULTING, LLC HILLMANN CONSULTING 401(K) PLAN |
UNION NJ |
| 237 |
| $23.9M |
| $5.4M |
| 4 | MAWD PATHOLOGY GROUP, P.A. MAWD PATHOLOGY GROUP, P.A. EMPLOYEES P/S PLAN | LENEXA KS | 337 | $38.1M | $4.8M |
| 5 | TEN GUN DESIGN TEN GUN DESIGN 401(K) PLAN | EDMONDS WA | 99 | $14.2M | $4.7M |
| 6 | D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN | POTTSVILLE PA | 332 | $63.4M | $3.8M |
| 7 | IN-DEPTH ENGINEERING CORPORATION IN-DEPTH ENGINEERING RETIREMENT PLAN | FAIRFAX VA | 193 | $36.1M | $3.8M |
| 8 | FACES ENTERPRISES TOWSON LTD ABOUT FACES 401(K) PLAN | TOWSON MD | 225 | $8.8M | $3.6M |
| 9 | BRIGHTKEY, INC. BRIGHTKEY 401(K) RETIREMENT PLAN | ANNAPOLIS MD | 420 | $10.7M | $2.8M |
| 10 | PCB BANK PCB BANK 401(K) PLAN | LOS ANGELES CA | 257 | $46.6M | $2.4M |
