Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Balanced Index Fund; Admiral Registered Investment Company in their Schedule of Assets, totaling $6.1M 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 | DELTA MARINE INDUSTRIES, INCORPORATED DELTA MARINE INDUSTRIES, INCORPORATED EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 258 | $37.7M | $5.3M |
| 2 | ERA LIVING, LLC ERA LIVING, LLC 401(K) PLAN | SEATTLE WA | 648 | $33.3M | $450K |
| 3 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN |
ST. LOUIS MO |
| 83 |
| $18.4M |
| $183K |
| 4 | FOUNDATION PARTNERS GROUP, LLC FOUNDATION PARTNERS GROUP, LLC RETIREMENT SAVINGS PLAN | WINTER PARK FL | 1,417 | $31.6M | $157K |
| 5 | ARIA GROUP ARCHITECTS, INC. ARIA GROUP ARCHITECTS, INC. RETIREMENT PLAN | OAK PARK IL | 133 | $17.9M | $28K |
