Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Balncd Index Admrl Fd Mutual Fund - in their Schedule of Assets, totaling $1.4M 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 | ADAMS GROUP, INC. ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN | ARBUCKLE CA | 183 | $21.2M | $934K |
| 2 | GOOD FULTON & FARRELL, INC. GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 112 | $24.0M | $422K |
| 3 | COTTONWOOD CAPITAL MANAGEMENT, INC. |
SALT LAKE CITY UT |
| 225 |
| $11.8M |
| $3K |
