Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding Vanguard* Balanced Index Fund Admiral Shares in their Schedule of Assets, totaling $97.0M 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 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $24.5M |
| 2 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $4.8M |
| 3 | VALI INCORPORATED VALI 401(K) PLAN | HUNTSVILLE AL |
| 291 |
| $15.6M |
| $4.7M |
| 4 | HITACHI HIGH-TECH AMERICA, INC. HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN | SCHAUMBURG IL | 670 | $193.6M | $4.2M |
| 5 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 315 | $35.0M | $4.2M |
| 6 | HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO IL | 232 | $49.8M | $3.0M |
| 7 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $2.8M |
| 8 | LOOKING UPWARDS, INC. LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLAN | MIDDLETOWN RI | 561 | $9.1M | $2.7M |
| 9 | THE COMMUNITY PRESERVATION CORPORATION THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | NEW YORK NY | 218 | $68.7M | $2.6M |
| 10 | ARMSTRONG TEASDALE LLP ARMSTRONG & TEASDALE 401(K) PLAN | ST. LOUIS MO | 535 | $188.9M | $2.4M |
