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 Admiral Class Mutual fund in their Schedule of Assets, totaling $5.5M 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 | AWEBER SYSTEMS, INC. AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CHALFONT PA | 65 | $17.7M | $4.7M |
| 2 | STRAVA, INC. STRAVA, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 331 | $38.1M | $865K |
