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 Shares " in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 400 | $48.2M | $1.4M |
| 2 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $319K |
| 3 | PEOPLES BANK PEOPLES BANK PROFIT SHARING AND 401(K) PLAN |
NEWTON NC |
| 313 |
| $36.6M |
| $149K |
| 4 | IRON HILL BREWERY IRON HILL BREWERY RETIREMENT SAVINGS PLAN | EXTON PA | 1,038 | $6.3M | $66K |
| 5 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $7K |
