Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Balanced Index Fund—Admiral Mutual fund in their Schedule of Assets, totaling $45.8M 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 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $13.1M |
| 2 | YORK HOSPITAL YORK HOSPITAL RETIREMENT PLAN | YORK ME | 973 | $102.0M | $10.6M |
| 3 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN |
JACKSON MS |
| 3,755 |
| $154.1M |
| $4.4M |
| 4 | AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION AAFMAA ENTITY 401K PLAN | RESTON VA | 129 | $10.9M | $2.9M |
| 5 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $2.7M |
| 6 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN | MORRISTOWN NJ | 2,385 | $172.2M | $2.3M |
| 7 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $1.8M |
| 8 | LEXINGTON EYE ASSOCIATES, INC. LEXINGTON EYE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | LEXINGTON MA | 132 | $37.5M | $1.6M |
| 9 | CREWS BANK & TRUST CREWS BANKING RETIREMENT PLAN | WAUCHULA FL | 371 | $41.9M | $1.5M |
| 10 | SSW ADVANCED TECHNOLOGIES, LLC SSW RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 613 | $63.0M | $1.2M |
