Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Investments Vanguard Balanced Index Adm in their Schedule of Assets, totaling $5K 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 | BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA CA | 394 | $33.5M | $5K |
