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 Mutual fund a in their Schedule of Assets, totaling $10.2M 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 | ZIDELL MARINE CORPORATION ZIDELL EMPLOYEES PROFIT SHARING / 401(K) PLAN | PORTLAND OR | 137 | $81.7M | $10.1M |
| 2 | H&CO LLP H&CO LLP 401(K) PLAN | CORAL GABLES FL | 184 | $5.0M | $99K |
