Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Balanced Index Admiral Fund Mutual fund in their Schedule of Assets, totaling $7.3M 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 | CLOUDERA, INC. CLOUDERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 943 | $235.1M | $1.5M |
| 2 | ATS ESOP HOLDINGS, INC. ATS 401(K) PLAN | RESTON VA | 571 | $102.6M | $1.3M |
| 3 | PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLAN |
MIAMI FL |
| 140 |
| $33.3M |
| $1.1M |
| 4 | EDUCATION AFFILIATES, INC. EDUCATION AFFILIATES, INC. 401(K) PLAN | BALTIMORE MD | 1,552 | $46.7M | $1.1M |
| 5 | KAUFMAN CONTAINER COMPANY KAUFMAN CONTAINER EMPLOYEES 401(K) SAVINGS PLAN | CLEVELAND OH | 86 | $21.1M | $924K |
| 6 | FLEXPORT INC. FLEXPORT INC. RETIREMENT TRUST | SAN FRANCISCO CA | 1,219 | $93.3M | $776K |
| 7 | THREATCONNECT, INC. THREAT CONNECT, INC. 401K | ARLINGTON VA | 118 | $24.7M | $229K |
| 8 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $171K |
| 9 | LAS VEGAS UROLOGY, LLP LAS VEGAS UROLOGY, LLP 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 121 | $21.1M | $171K |
| 10 | MERIDIAN MANAGEMENT SERVICES L MERIDIAN MANAGEMENT SERVICES L 401(K) PROFIT SHARING PLAN & TRUST | BREA CA | 1,116 | $2.2M | $30K |
