Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Balanced Index Admiral Registered investment company in their Schedule of Assets, totaling $3.8M 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 | FINGER LAKES UNITED CEREBRAL PALSY, INC. ABILITY PARTNERS RETIREMENT PLAN | GENEVA NY | 795 | $23.3M | $2.0M |
| 2 | WMK INC WMK LLC 401K PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 1,805 | $62.0M | $912K |
| 3 | WAGMAN, INC. THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC. |
YORK PA |
| 576 |
| $93.5M |
| $462K |
| 4 | MG24 INVESTMENTS, LLC DBA GOSCH FORD OF TEMECULA MG24 INVESTMENTS, LLC 401(K) PLAN | TEMECULA CA | 17 | $13.2M | $462K |
| 5 | COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA, INC. COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA, INC. 401(K) PLAN | ALLENTOWN PA | 82 | $1.8M | $2K |
