Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Balanced Index Fd Admiral Mutual Fund in their Schedule of Assets, totaling $6.9M 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 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $5.2M |
| 2 | RIGHT! SYSTEMS, INC. RIGHT! SYSTEMS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | MERIDIAN ID | 92 | $26.9M | $825K |
| 3 | PRITCHARD INDUSTRIES, LLC PRITCHARD INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 3,959 |
| $17.3M |
| $651K |
| 4 | WENDY'S OF COLORADO SPRINGS, INC. WENDY'S OF COLORADO SPRINGS 401(K) PLAN | COLORADO SPRINGS CO | 4,935 | $9.2M | $224K |
| 5 | OBSIDIAN GLOBAL, LLC OBSIDIAN GLOBAL LLC 401(K) PLAN | WASHINGTON DC | 258 | $11.4M | $42K |
| 6 | AMERICANTCS FIDUCIARY SERVICES, LLC CFS PEP | PITTSBURGH FL | 436 | $10.8M | $7K |
