Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Fund Adm Pooled Separate Accounts in their Schedule of Assets, totaling $395K 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 | PRACTICE ENGINE SYSTEMS, INC. IRIS SOFTWARE GROUP 401(K) PLAN | ALPHARETTA GA | 431 | $17.9M | $389K |
| 2 | TERRABANK, N.A. TERRABANK 401(K) PLAN | MIAMI FL | 116 | $6.2M | $6K |
