Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Fund Adm Registered Investment Company in their Schedule of Assets, totaling $464K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERTILUX LIMITED VERTILUX LTD USA 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY FL | 96 | $4.9M | $369K |
| 2 | MARKET EXPRESS LLC MARKET EXPRESS LLC 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 357 | $6.0M | $83K |
| 3 | A.R. ARENA PRODUCTS, INC. A. R. ARENA PRODUCTS, INC. 401(K) PSP AND TRUST |
ROCHESTER NY |
| 143 |
| $8.6M |
| $12K |
