Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Vanguard Balanced Index Admiral - in their Schedule of Assets, totaling $118.5M 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 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $12.4M |
| 2 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $11.5M |
| 3 | VAN ANDEL RESEARCH INSTITUTE VAN ANDEL INSTITUTE RETIREMENT SAVINGS PLAN |
GRAND RAPIDS MI |
| 506 |
| $115.3M |
| $9.8M |
| 4 | HGL-LBM HOLDINGS LLC LAVALLEY BUILDING SUPPLY PROFIT SHARING PLAN | NEWPORT NH | 422 | $44.3M | $8.5M |
| 5 | NORTH BEND MEDICAL CENTER, INC. NORTH BEND MEDICAL CENTER 401(K) PLAN | COOS BAY OR | 314 | $74.4M | $7.3M |
| 6 | THE L.S. STARRETT COMPANY THE L.S. STARRETT COMPANY 401(K) SAVINGS PLAN | ATHOL MA | 526 | $29.0M | $6.3M |
| 7 | HOPE HAVEN, INC. HOPE HAVEN, INC. 403(B) RETIREMENT PLAN | ROCK VALLEY IA | 698 | $26.2M | $5.2M |
| 8 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $5.0M |
| 9 | YOKOHAMA TIRE CORPORATION YOKOHAMA TIRE CORPORATION SALARIED EMPLOYEES' RETIREMENT & SAVINGS PLAN | SALEM VA | 1,318 | $157.2M | $3.6M |
| 10 | CORVIAS CORPORATE SERVICES, LLC CORVIAS SAVINGS & RETIREMENT PLAN | WARWICK RI | 839 | $77.9M | $3.5M |
