Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Funds Balanced Index Admiral in their Schedule of Assets, totaling $2.2M 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 | EXCEPTIONAL PERSONS, INC. RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. | WATERLOO IA | 232 | $17.1M | $1.7M |
| 2 | PINNACLE SERVICES, L.L.C. PINNACLE 401(K) PLAN | CHRISTIANSTED VI | 78 | $7.9M | $501K |
