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 Registered investment company in their Schedule of Assets, totaling $32.2M 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 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $20.1M |
| 2 | DERSE INC DERSE, INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 475 | $72.2M | $3.3M |
| 3 | SOAREN MANAGEMENT LLC SOAREN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST |
SCOTTSDALE AZ |
| 96 |
| $5.2M |
| $2.7M |
| 4 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN | SEATTLE WA | 414 | $18.2M | $2.0M |
| 5 | MARATHON ASSET MANAGEMENT, LP MARATHON ASSET MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 160 | $37.9M | $1.0M |
| 6 | WEIDNER PROPERTY MANAGEMENT LLC WEIDNER 401(K) RETIREMENT SAVINGS PLAN | KIRKLAND WA | 1,574 | $63.2M | $762K |
| 7 | NINTEX USA, INC. NINTEX USA, INC. | BELLEVUE WA | 362 | $46.6M | $693K |
| 8 | PORTLAND BOTTLING COMPANY PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 155 | $4.7M | $614K |
| 9 | SAMUEL CORALUZZO CO., INC. SAMUEL CORALUZZO CO., INC. 401(K) PROFIT SHARING PLAN | VINELAND NJ | 772 | $12.5M | $454K |
| 10 | CENTER ART LLC CHIHULY GARDEN AND GLASS RETIREMENT PLAN | SEATTLE WA | 94 | $3.0M | $203K |
