Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Vanguard Balanced Index Fund Mutual fund in their Schedule of Assets, totaling $176.1M 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 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN | WASHINGTON DC | 289 | $218.4M | $34.2M |
| 2 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE SECTION 403B | HOUSTON TX | 13,672 | $2.2B | $20.4M |
| 3 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION |
FOLSOM CA |
| 731 |
| $443.3M |
| $16.0M |
| 4 | SHARTSIS FRIESE LLP SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | SAN FRANCISCO CA | 115 | $137.4M | $14.6M |
| 5 | BFG SUPPLY CO., LLC BURTON FLOWER & GARDEN, INC. 401(K) PROFIT SHARING PLAN | BURTON OH | 659 | $41.0M | $13.2M |
| 6 | SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN | IGNACIO CO | 1,401 | $303.2M | $12.7M |
| 7 | APPLIED ENTERPRISE MANAGEMENT CORPORATION AEM RETIREMENT PLAN | CAMARILLO CA | 292 | $117.6M | $6.9M |
| 8 | IRELL & MANELLA LLP IRELL & MANELLA PROFIT SHARING PLAN | LOS ANGELES CA | 112 | $220.7M | $6.1M |
| 9 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $6.1M |
| 10 | PROCTER & GAMBLE COMMERCIAL LLC THE PROCTER & GAMBLE COMMERCIAL COMPANY EMPLOYEES' SAVINGS PLAN | CINCINNATI OH | 35 | $54.2M | $5.0M |
