Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Group Balanced Index Fund in their Schedule of Assets, totaling $10.3M 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 | 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 | GEORGE & LYNCH, INC. GEORGE & LYNCH 401(K) PROFIT SHARING PLAN | DOVER DE | 217 | $20.6M | $1.8M |
| 3 | KITSAP MENTAL HEALTH SERVICES |
BREMERTON WA |
| 602 |
| $21.5M |
| $1.8M |
| 4 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $1.2M |
| 5 | WOOD & HUSTON BANCORPORATION, INC. WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN | MARSHALL MO | 174 | $20.4M | $455K |
| 6 | HPS MECHANICAL, INC. HPS MECHANICAL, INC. RETIREMENT PLAN | BAKERSFIELD CA | 228 | $43.8M | $348K |
| 7 | FOODA, INC. FOODA, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 458 | $14.1M | $207K |
| 8 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $154K |
| 9 | RICK CASE ENTERPRISES, INC. RICK CASE ENTERPRISES, INC. 401(K) PLAN | SUNRISE FL | 1,251 | $35.2M | $71K |
