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 Admiral Fund in their Schedule of Assets, totaling $10.2M 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 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $4.2M |
| 2 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES IA | 459 | $173.5M | $3.5M |
| 3 | ADVENTUROUS JOURNEYS LLC ADVENTUROUS JOURNEYS LLC 401(K) PLAN |
NASHVILLE TN |
| 212 |
| $8.8M |
| $2.3M |
| 4 | RIOS, INC. RIOS, INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 259 | $23.9M | $209K |