Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Balanced Index Mutual fund in their Schedule of Assets, totaling $111.1M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $46.5M |
| 2 | QUALYS, INC. QUALYS, INC. 401(K) PLAN | FOSTER CITY CA | 568 | $82.2M | $23.5M |
| 3 | DISCOVERY ENERGY, LLC DISCOVERY ENERGY 401(K) MASTER TRUST |
| — |
| $255.0M |
| $11.8M |
| 4 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $8.9M |
| 5 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $4.8M |
| 6 | ZILLIANT, INC. ZILLIANT, INC. 401K PLAN | AUSTIN TX | 159 | $24.6M | $4.6M |
| 7 | MG2 CORPORATION MG2 CORPORATION PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 388 | $50.3M | $3.6M |
| 8 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. RETIREMENT PLAN | NEW YORK NY | 154 | $125.1M | $2.0M |
| 9 | ANDERSON ERICKSON DAIRY CO. ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 185 | $18.2M | $1.7M |
| 10 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $1.3M |
