Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Vanguard Balanced index adm # in their Schedule of Assets, totaling $144.1M 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 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $44.6M |
| 2 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON WI | 362 | $90.5M | $13.2M |
| 3 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN |
LOUISVILLE KY |
| 1,336 |
| $49.8M |
| $9.7M |
| 4 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $6.6M |
| 5 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN | MADISON WI | 401 | $28.3M | $6.6M |
| 6 | VERA WHOLE HEALTH INC VERA WHOLE HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 462 | $11.1M | $3.9M |
| 7 | LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA CA | 405 | $8.8M | $3.2M |
| 8 | QUALIFACTS SYSTEMS, LLC QUALIFACTS SYSTEMS 401(K) PLAN | NASHVILLE TN | 386 | $33.2M | $2.8M |
| 9 | BELL AND HOWELL, LLC BELL AND HOWELL 401(K) SAVINGS PLAN | DURHAM NC | 740 | $144.6M | $2.7M |
| 10 | NUCLEAR ENERGY INSTITUTE, INC. NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN | WASHINGTON DC | 104 | $55.7M | $2.6M |
