Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Balanced Index-Admiral Mutual Fund in their Schedule of Assets, totaling $24.5M 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 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $7.3M |
| 2 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $3.6M |
| 3 | MOUNTAIN WEST 401K LLC MOUNTAIN WEST 401(K) POOLED EMPLOYER PLAN |
PASCO WA |
| 296 |
| $34.9M |
| $1.8M |
| 4 | OPERATION PAR, INC. OPERATION PAR 401(K) SAVINGS PLAN | PINELLAS PARK FL | 382 | $12.2M | $1.4M |
| 5 | INDORAMA VENTURES XYLENES & PTA LLC INDORAMA VENTURES XYLENES & PTA LLC 401(K) PLAN | DECATUR AL | 381 | $90.6M | $1.3M |
| 6 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $1.3M |
| 7 | PIEDMONT NATIONAL CORPORATION PIEDMONT NATIONAL CORPORATION 401(K) RETIREMENT PLAN | ATLANTA GA | 271 | $49.5M | $1.1M |
| 8 | GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | PISCATAWAY NJ | 444 | $37.5M | $859K |
| 9 | MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN | SAINT LOUIS MO | 243 | $25.4M | $732K |
| 10 | CHRIS AUFFENBERG FORD, INC. CHRIS AUFFENBERG AUTOMOTIVE 401(K) PROFIT SHARING PLAN | KIRKWOOD MO | 139 | $12.0M | $634K |
