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 Shares Mutual Fund - in their Schedule of Assets, totaling $5.4M 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 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $4.5M |
| 2 | ARETT SALES CORPORATION ARETT SALES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | PENNSAUKEN NJ | 117 | $25.0M | $590K |
| 3 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC |
BAYSIDE NY |
| 349 |
| $77.4M |
| $391K |