Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Balanced Index Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $17.1M 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 | CADENCE SL WINDHAM FRESNO LLC CADENCE SL WINDHAM FRESNO LLC 401(K) PROFIT SHARING PLAN & TRUST | ROSEVILLE CA | 1,428 | $5.1M | $4.6M |
| 2 | PLUTO ACQUISITION OPCO LLC PLUTO ACQUISITION OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 401 | $5.7M | $4.5M |
| 3 | CMG MEDIA CORPORATION |
ATLANTA GA |
| 1,616 |
| $208.6M |
| $3.9M |
| 4 | TIMES PUBLISHING COMPANY TIMES PUBLISHING COMPANY PROFIT-SHARING & TAX-DEFERRED SAVINGS PLAN | ST PETERSBURG FL | 235 | $199.4M | $3.1M |
| 5 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $316K |
| 6 | MIRACLE HOME HEALTH CARE INC MIRACLE HOME HEALTH CARE INC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 95 | $3.9M | $227K |
| 7 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $154K |
| 8 | PORT MADISON ENTERPRISES PORT MADISON ENTERPRISES 401(K) PLAN | SUQUAMISH WA | 660 | $41.5M | $64K |
| 9 | UNICARE INC UNICARE INC 401(K) PROFIT SHARING PLAN & TRUST | ESCONDIDO CA | 103 | $1.2M | $57K |
| 10 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $54K |
