Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Balanced Index Fund Pooled separate account in their Schedule of Assets, totaling $9.8M 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 | GOVSTRIVE, LLC GOVSTRIVE 401K PLAN | DUBLIN GA | 222 | $7.1M | $2.5M |
| 2 | KANEQUIP, INC. KANEQUIP, INC. PROFIT SHARING PLAN AND TRUST | SHAWNEE MISSION KS | 305 | $33.2M | $2.0M |
| 3 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA |
| 174 |
| $36.1M |
| $1.5M |
| 4 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $916K |
| 5 | PRECIGEN, INC. PRECIGEN, INC. 401K PLAN | GERMANTOWN MD | 147 | $36.5M | $679K |
| 6 | VPM MANAGEMENT, INC. VPM MANAGEMENT, INC. SAVINGS AND RETIREMENT PLAN | IRVINE CA | 243 | $16.1M | $459K |
| 7 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN | SALINAS CA | 145 | $24.4M | $457K |
| 8 | NEN HOLDINGS, LLC NEXTEDGE 401(K) PLAN | ALPHARETTA GA | 564 | $27.1M | $278K |
| 9 | REDIS LABS INC. REDIS LABS INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $20.4M | $221K |
| 10 | VALANT MEDICAL SOLUTIONS VALANT MEDICAL SOLUTIONS 401(K) PLAN AND TRUST | SEATTLE WA | 124 | $6.7M | $181K |
