Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Balncd Index Admrl Fd in their Schedule of Assets, totaling $25.5M 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 | GLOBAL PACKAGING, INC. GLOBAL PACKAGING, INC. 401(K) PLAN | OAKS PA | 342 | $46.2M | $9.4M |
| 2 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $5.1M |
| 3 | AZZ INC. AZZ INC. 401(K) PLAN | FORT WORTH |
| 2,495 |
| $117.6M |
| $3.8M |
| 4 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $1.9M |
| 5 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $1.0M |
| 6 | PAYFONE, INC. PROVE 401(K) PLAN | NEW YORK NY | 254 | $23.6M | $941K |
| 7 | NATIONAL SAFETY APPAREL LLC 401(K) RETIREMENT SAVINGS PLAN NATIONAL SAFETY APPAREL LLC 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 689 | $20.0M | $553K |
| 8 | EATALY USA, LLC EATALY 401(K) PLAN | NEW YORK NY | 2,968 | $7.8M | $505K |
| 9 | PACE SOUTHEAST MICHIGAN PACE SOUTHEAST MICHIGAN 401(K) PLAN | SOUTHFIELD MI | 936 | $19.7M | $503K |
| 10 | TORAY ADVANCED COMPOSITES USA TORAY ADVANCED COMPOSITES USA SAVINGS PLAN | MORGAN HILL CA | 469 | $58.2M | $431K |
