Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Balanced Index Registered Investment Company - in their Schedule of Assets, totaling $40.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN | WAUWATOSA WI | 3,812 | $403.5M | $27.4M |
| 2 | GOLD STAR FOODS GOLD STAR FOODS 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 708 | $17.6M | $4.3M |
| 3 | MILES CHEMICAL COMPANY INC |
ARLETA CA |
| 87 |
| $9.3M |
| $3.4M |
| 4 | WOODLAND PULP LLC WOODLAND MILL HOURLY 401(K) PLAN | BAILEYVILLE ME | 337 | $44.2M | $1.9M |
| 5 | THE LIGHTHOUSE FOR THE BLIND, INC. THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN | SEATTLE WA | 430 | $42.7M | $1.5M |
| 6 | WOODLAND PULP LLC WOODLAND MILL SALARIED 401(K) PLAN | BAILEYVILLE ME | 109 | $28.3M | $1.0M |
| 7 | IDN GLOBAL, INC. IDN GLOBAL, INC. 401(K) PLAN | HURST TX | 263 | $25.7M | $632K |
| 8 | NORTHWEST CENTER NORTHWEST CENTER 401(K) PLAN | SEATAC WA | 980 | $16.5M | $391K |
| 9 | ROCHE BOBOIS USA LTD ROCHE BOBOIS USA LTD 401(K) PROFIT SHARING PLAN & TRUST | SECAUCUS NJ | 227 | $1.6M | $131K |
| 10 | SHREVEPORT CHARTER SCHOOL INC SHREVEPORT CHARTER SCHOOL INC 401(K) PROFIT SHARING PLAN & TRUST | SHREVEPORT LA | 171 | $1.9M | $127K |
