Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Balanced Index Fund in their Schedule of Assets, totaling $5.7M 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 | HOLT LOGISTICS CORP. HOLT LOGISTICS CORP. 401(K) PLAN | GLOUCESTER CITY NJ | 416 | $44.8M | $5.6M |
| 2 | GENOX TRANSPORTATION, INC. GENOX TRANSPORTATION, INC. 401(K) PLAN | DEER PARK TX | 148 | $3.8M | $23K |