Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index FD Admiral in their Schedule of Assets, totaling $5.0M 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 | PREMIER AUTOMATION HOLDINGS INC. PREMIER AUTOMATION HOLDINGS INC. 401(K) PROFIT SHARING PLAN & TRUST | MONROEVILLE PA | 150 | $19.5M | $4.8M |
| 2 | CONNOISSEUR MEDIA, LLC CONNOISSEUR MEDIA, LLC 401(K) PLAN | WESTPORT CT | 247 | $10.7M | $208K |
