Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Balanced Index Fund Mutual funds in their Schedule of Assets, totaling $10.1M 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 | MESTEK, INC. MESTEK, INC. 401(K) & PROFIT SHARING PLAN | WESTFIELD MA | 1,005 | $147.9M | $6.0M |
| 2 | ENVITA MEDICAL CENTERS LLC ENVITA MEDICAL CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE AZ | 216 | $4.4M | $1.2M |
| 3 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN |
MODESTO CA |
| 179 |
| $7.5M |
| $887K |
| 4 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $605K |
| 5 | AMERICAN BEVERAGE MARKETERS AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN | NEW ALBANY IN | 178 | $36.4M | $580K |
| 6 | VIXXO CORPORATION VIXXO CORPORATION 401(K) PLAN | SCOTTSDALE AZ | 729 | $33.8M | $475K |
| 7 | EXOS EXOS RETIREMENT PLAN | PHOENIX AZ | 2,351 | $49.5M | $256K |
| 8 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 83 | $27.7M | $108K |
| 9 | ELLSWORTH CONSTRUCTION, LLC ELLSWORTH CONSTRUCTION 401(K) RETIREMENT PLAN | TULSA OK | 155 | $1.9M | $43K |
| 10 | BEACON HEALTHCARE CONSULTING LLC BEACON HEALTHCARE 401(K) PLAN | MOBERLY MO | 440 | $415K | $8K |
