Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balncd Index Admrl Fd Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | MORTGAGE CAPITAL TRADING, INC. MORTGAGE CAPITAL TRADING, INC. 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 102 | $12.8M | $2.4M |
| 2 | ARROW FINISHING, INC ARROW FINISHING, INC 401(K) PLAN | BLAINE MN | 123 | $12.3M | $297K |
