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 Vanguard 0 in their Schedule of Assets, totaling $34.3M 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 | FORREST T. JONES & COMPANY, INC. FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 331 | $36.0M | $11.7M |
| 2 | NTI CONNECT, LLC NTI CONNECT 401(K) PLAN | DOWNERS GROVE IL | 1,156 | $28.2M | $11.4M |
| 3 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN |
ALBUQUERQUE NM |
| 102 |
| $19.8M |
| $11.2M |
