Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Inst Mutual Fund in their Schedule of Assets, totaling $111.2M 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 | ARENTFOX SCHIFF LLP ARENTFOX SCHIFF PROFIT SHARING PLAN | WASHINGTON DC DC | 769 | $296.9M | $62.6M |
| 2 | ARENTFOX SCHIFF LLP ARENTFOX SCHIFF 401(K) PLAN | WASHINGTON DC | 1,252 | $279.2M | $37.0M |
| 3 | GREEN MOUNTAIN POWER CORPORATION GREEN MOUNTAIN POWER CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN AND TRUST |
RUTLAND VT |
| 533 |
| $243.3M |
| $11.6M |