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 N/R in their Schedule of Assets, totaling $3.5M 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 | INDEPENDENT PHARMACY COOPERATIVE INDEPENDENT PHARMACY COOPERATIVE RETIREMENT SAVINGS PLAN | SUN PRAIRIE WI | 161 | $19.9M | $1.5M |
| 2 | NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION SALARY DEFERRAL PLAN | PRINCETON NJ | 134 | $37.4M | $1.4M |
| 3 | RENESON HOTELS, INC. |
DALY CITY CA |
| 195 |
| $14.1M |
| $462K |
| 4 | NEW RESTORATION AND RECOVERY S NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST | MORRISVILLE NC | 207 | $5.4M | $91K |
