Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Fd Adm in their Schedule of Assets, totaling $7.9M 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 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $6.0M |
| 2 | LEXINGTON PARTNERS L.P. LEXINGTON PARTNERS 401(K) RETIREMENT PLAN | NEW YORK NY | 135 | $111.9M | $1.9M |
| 3 | MECHANICAL EQUIPMENT COMPANY, INC. MECHANICAL EQUIPMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN |
MANDEVILLE LA |
| 252 |
| $21.5M |
| $21K |
