Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Balanced Index Instl Mutual Fund in their Schedule of Assets, totaling $63.7M 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 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $32.7M |
| 2 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $12.3M |
| 3 | SAKS GLOBAL ENTERPRISES LLC |
NEW YORK NY |
| 5,627 |
| $534.7M |
| $9.2M |
| 4 | COOPER UNIVERSITY HOSPITAL CAPE REGIONAL CAPE REGIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CAPE MAY COURT HOUSE NJ | 1,093 | $108.6M | $7.9M |
| 5 | CAPE PHYSICIANS ASSOCIATES, PA CAPE PHYSICIANS ASSOCIATES 401(K) PLAN | CAPE MAY COURT HOUSE NJ | 225 | $19.1M | $1.6M |
