Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Balanced Index Instl in their Schedule of Assets, totaling $56.7M 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 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $23.2M |
| 2 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $18.8M |
| 3 | DAVIS+GILBERT LLP |
NEW YORK NY |
| 135 |
| $149.2M |
| $11.1M |
| 4 | CLARINS USA, INC. CLARINS USA, INC. 401(K) PLAN | ORANGEBURG NY | 851 | $46.5M | $3.6M |
