Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Balanced Index Admiral Fund " in their Schedule of Assets, totaling $26.2M 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 | LEECH TISHMAN FUSCALDO & LAMPL, LLC LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 240 | $47.7M | $8.7M |
| 2 | RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA MN | 2,522 | $237.7M | $4.1M |
| 3 | MEMBERS BENEFIT CORP. |
PALM BEACH GARDENS FL |
| 3,005 |
| $132.3M |
| $3.7M |
| 4 | BAYLEY CONSTRUCTION BAYLEY CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | MERCER ISLAND WA | 92 | $27.9M | $2.3M |
| 5 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $2.1M |
| 6 | XTIVIA, INC. XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EDISON NJ | 185 | $32.5M | $1.1M |
| 7 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $680K |
| 8 | NUVISION FEDERAL CREDIT UNION NUVISION FEDERAL CREDIT UNION SAVINGS PLAN | HUNTINGTON BEACH CA | 541 | $69.4M | $617K |
| 9 | TRANSWORLD SYSTEMS INC. THE TSI 401(K) RETIREMENT SAVINGS PLAN | LAKE FOREST IL | 4,872 | $101.4M | $602K |
| 10 | TUOHY FURNITURE CORPORATION TFC EMPLOYEE'S SAVINGS INCENTIVE PLAN | CHATFIELD MN | 127 | $15.8M | $579K |
