Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Balanced Index Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $12.7M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $6.5M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $5.7M |
| 3 | RANCOCAS ANESTHESIOLOGY, P.A. |
MT. LAUREL NJ |
| 112 |
| $77.6M |
| $356K |
| 4 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $145K |
