Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Balanced Index - in their Schedule of Assets, totaling $32.5M 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 | PROCTER & GAMBLE COMMERCIAL LLC THE PROFIT SHARING RETIREMENT PLAN OF THE PROCTER & GAMBLE COMMERCIAL COMPANY | CINCINNATI OH | 36 | $96.3M | $17.5M |
| 2 | PRIME GROUP LLC PRIME ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | BELLEVUE WA | 324 | $36.4M | $4.2M |
| 3 | GORMAN & COMPANY, LLC |
OREGON WI |
| 602 |
| $35.8M |
| $2.5M |
| 4 | EDUCAUSE EDUCAUSE DC PLAN | BOULDER CO | 83 | $48.0M | $2.1M |
| 5 | ARISE INDUSTRIAL MANUFACTURING ARISE INDUSTRIAL MANUFACTURING 401(K) PLAN | BUFFALO MN | 272 | $8.9M | $1.7M |
| 6 | LOS ANGELES DODGERS LLC LOS ANGELES DODGERS 401(K) PLAN | LOS ANGELES CA | 586 | $51.2M | $1.1M |
| 7 | CARNEGIE LEARNING, INC. CARNEGIE LEARNING, INC. 401(K) PLAN | PITTSBURGH PA | 576 | $38.0M | $888K |
| 8 | VISTEX, INC. VISTEX, INC. 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 358 | $49.3M | $540K |
| 9 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $359K |
| 10 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $286K |
