Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Balanced Index Fnd Adm in their Schedule of Assets, totaling $956K 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 | CONTECH CONTROL SERVICES, INC. CONTECH CONTROL SERVICES 401(K) PLAN | LA PORTE TX | 857 | $35.0M | $435K |
| 2 | THOUGHT INDUSTRIES, INC. THOUGHT INDUSTRIES, INC. 401(K) RETIREMENT PLAN | BOSTON MA | 80 | $6.3M | $346K |
| 3 | WELLNEST EMOTIONAL HEALTH & WELLNESS WELLNEST 401(K) PLAN |
LOS ANGELES CA |
| 279 |
| $18.0M |
| $116K |
| 4 | CLASSLINK, INC. CLASSLINK, INC. RETIREMENT SAVINGS PLAN | CLIFTON NJ | 207 | $13.4M | $60K |