Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balanced Index Instl Mutual Funds in their Schedule of Assets, totaling $94.6M 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 | ALBEMARLE CORPORATION ALBEMARLE CORPORATION RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,139 | $960.9M | $87.3M |
| 2 | HUHTAMAKI, INC. HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN HOURLY EMPLOYEES | DESOTO KS | 766 | $63.1M | $5.4M |
| 3 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN |
OKLAHOMA CITY OK |
| 1,028 |
| $250.7M |
| $1.9M |
