Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vanguard Balanced Index Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $40.0M 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 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $9.0M |
| 2 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $5.9M |
| 3 | ELECTRO RENT CORPORATION ELECTRO RENT CORPORATION SAVINGS PLAN |
WEST HILLS CA |
| 252 |
| $64.7M |
| $3.3M |
| 4 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $3.1M |
| 5 | TECHNIC, INC. TECHNIC, INC. 401(K) PLAN | CRANSTON RI | 309 | $73.5M | $2.7M |
| 6 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $2.1M |
| 7 | RENAISSANCERE HOLDINGS LTD. RENAISSANCERE HOLDINGS LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 284 | $113.3M | $2.1M |
| 8 | DOVER DODGE CHRYSLER JEEP INC DOVER DODGE CHRYSLER JEEP INC 401(K) PROFIT SHARING PLAN & TRUST | EAST HANOVER NJ | 577 | $16.1M | $1.5M |
| 9 | BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN | PALMERTON PA | 121 | $14.0M | $1.3M |
| 10 | ARISTOTLE CAPITAL MANAGEMENT, LLC ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN | LOS ANGELES CA | 233 | $66.3M | $963K |
