Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Admiral Fund Registered investment company in their Schedule of Assets, totaling $634K 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 | CIVIL AIR PATROL CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST | MAXWELL AFB AL | 166 | $18.8M | $324K |
| 2 | NATIONAL URBAN LEAGUE RETIREMENT ACCUMULATION PLAN FOR EMPLOYEES OF NATIONAL URBAN LEAGUE | NEW YORK NY | 95 | $7.9M | $284K |
| 3 | CHEER PACK NORTH AMERICA LLC CHEER PACK NORTH AMERICA 401(K) PLAN |
WEST BRIDGEWATER MA |
| 157 |
| $16.6M |
| $26K |
