Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Fund Mutual Fund NR in their Schedule of Assets, totaling $157K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $133K |
| 2 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $25K |