Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Balanced Index Fund Adm Pooled separate account in their Schedule of Assets, totaling $2.3M 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 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $926K |
| 2 | KAYAKU ADVANCED MATERIALS, INC. KAYAKU ADVANCED MATERIALS, INC. 401(K) PLAN | WESTBOROUGH MA | 127 | $13.3M | $719K |
| 3 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SUGAR LAND TX |
| 103 |
| $14.5M |
| $296K |
| 4 | TOWN SQUARE MORTGAGE & INVESTMENTS, LLC TOWN SQUARE MORTGAGE & INVESTMENTS, LLC 401(K) PLAN | DALLAS TX | 56 | $6.9M | $229K |
| 5 | W3 LUXURY LIVING W3 LUXURY LIVING 401(K) PLAN | GRAND PRAIRIE TX | 169 | $6.2M | $44K |
| 6 | SAMBA TV, INC. SAMBA TV, INC. 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 102 | $13.3M | $43K |
| 7 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $25K |
| 8 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $16K |
| 9 | ARROW MIRROR & GLASS, INC. AGI 401(K) RETIREMENT PLAN | HOUSTON TX | 234 | $2.4M | $7K |
| 10 | CT GARDENS, LLC CT GARDENS 401(K) PLAN | NORTH BRANFORD CT | 100 | $3.4M | $3K |
