Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 128 U.S. retirement plans report holding Vanguard Balanced index fund in their Schedule of Assets, totaling $691.9M 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 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $429.9M |
| 2 | CONSUMERS ENERGY COMPANY RETIRED EMPLOYEES GROUP TERM LIFE INSURANCE PLAN | JACKSON MI | 0 | $65.6M | $53.7M |
| 3 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 1,648 |
| $396.4M |
| $37.6M |
| 4 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $27.5M |
| 5 | CARLE HOLDING COMPANY, INC. CARLE PROFIT SHARING PLAN | URBANA IL | 1,869 | $329.6M | $22.3M |
| 6 | BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREM MID-AMERICA CARPENTERS REGIONAL COUNCIL SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 16,383 | $2.0B | $9.9M |
| 7 | LEO A DALY COMPANY LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | OMAHA NE | 766 | $172.6M | $7.9M |
| 8 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $6.6M |
| 9 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN | INDIANAPOLIS IN | 284 | $21.1M | $6.0M |
| 10 | MADISON DEARBORN PARTNERS LLC MADISON DEARBORN PARTNERS LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 97 | $98.8M | $5.1M |
