Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Fund Mutual fund (1) in their Schedule of Assets, totaling $9.3M 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 | ROBERTET, INC. ROBERTET USA 401(K) PLAN | MT. OLIVE NJ | 404 | $111.9M | $5.4M |
| 2 | S. WALTER PACKAGING CORP. S. WALTER PACKAGING CORP. 401(K) SAVINGS AND INVESTMENT PLAN | TREVOSE PA | 236 | $15.5M | $3.9M |
| 3 | VIVITIDE, LLC VIVITIDE, LLC 401(K) PLAN |
GARDNER MA |
| 123 |
| $3.0M |
| $3K |
