Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding VANGUARD TAX-MANAGED BAL ADM in their Schedule of Assets, totaling $8.2M 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 | NONGSHIM HOLDINGS USA, INC. NONGSHIM AMERICA, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 763 | $27.7M | $2.8M |
| 2 | SHAKE-N-GO FASHION, INC. SHAKE-N-GO FASHION INC. 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 187 | $59.9M | $1.4M |
| 3 | HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN |
RALEIGH NC |
| 893 |
| $33.6M |
| $670K |
| 4 | SAMSUNG SDI AMERICA, INC. SAMSUNG SDI AMERICA, INC. PROFIT | SAN JOSE CA | 461 | $28.1M | $595K |
| 5 | UNITED AGRIBUSINESS LEAGUE UNITED AGRIBUSINESS LEAGUE 401(K) PLAN | IRVINE CA | 104 | $11.3M | $524K |
| 6 | ELGRON, INC. ELGRON, INC. 401(K) PLAN | CHICAGO IL | 105 | $21.7M | $474K |
| 7 | HEMPELUSA, INC. HEMPEL (USA), INC. 401(K) PLAN | CONROE TX | 260 | $33.0M | $354K |
| 8 | JSSI MANAGEMENT ENTERPRISES, LLC JSSI MANAGEMENT ENTERPRISES, LLC 401(K) PLAN | CHICAGO IL | 269 | $38.0M | $261K |
| 9 | KDDI AMERICA, INC. KDDI GROUP 401(K) PLAN | STATEN ISLAND NY | 216 | $36.1M | $234K |
| 10 | SPORTSCARE INSTITUTE INC. SPORTSCARE 401(K) PLAN | EAST HANOVER NJ | 289 | $14.2M | $181K |
