Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Balanced Index Adm - in their Schedule of Assets, totaling $2.5M 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 | STORY CONSTRUCTION CO. STORY CONSTRUCTION CO. RETIREMENT SAVINGS PLAN | AMES IA | 162 | $17.2M | $1.0M |
| 2 | THE NORWOOD COMPANY THE NORWOOD COMPANY 401(K) RETIREMENT SAVINGS PLAN | MALVERN PA | 85 | $19.7M | $972K |
| 3 | PROFESSIONAL GROUP PLANS, INC. PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN |
HAUPPAUGE NY |
| 114 |
| $32.1M |
| $489K |
| 4 | FRANK'S SUPPLY COMPANY, INC. FRANK'S SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 154 | $11.9M | $2K |
