Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Group Balanced Index Fund in their Schedule of Assets, totaling $12.8M 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 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $4.2M |
| 2 | KMA SUNBELT TRADING CORPORATION KMA SUNBELT TRADING CORPORATION RETIREMENT SAVINGS | CLEARWATER FL | 150 | $8.2M | $2.5M |
| 3 | GEORGE & LYNCH, INC. |
DOVER DE |
| 217 |
| $20.6M |
| $1.8M |
| 4 | KITSAP MENTAL HEALTH SERVICES KITSAP MENTAL HEALTH SERVICES 403(B) RETIREMENT PLAN | BREMERTON WA | 602 | $21.5M | $1.8M |
| 5 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $1.2M |
| 6 | WOOD & HUSTON BANCORPORATION, INC. WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN | MARSHALL MO | 174 | $20.4M | $455K |
| 7 | HPS MECHANICAL, INC. HPS MECHANICAL, INC. RETIREMENT PLAN | BAKERSFIELD CA | 228 | $43.8M | $348K |
| 8 | FOODA, INC. FOODA, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 458 | $14.1M | $207K |
| 9 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $154K |
| 10 | RICK CASE ENTERPRISES, INC. RICK CASE ENTERPRISES, INC. 401(K) PLAN | SUNRISE FL | 1,251 | $35.2M | $71K |
