Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Admiral Mutual fund (1) in their Schedule of Assets, totaling $2.1M 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 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $1.8M |
| 2 | ZEUS FIRE AND SECURITY LLC ZEUS FIRE & SECURITY RETIREMENT PLAN | PAOLI PA | 674 | $24.2M | $272K |