Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Tax-Managed Balanced Fund Admiral Shares Mutual fund - in their Schedule of Assets, totaling $1.0M 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 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $757K |
| 2 | SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 187 | $52.4M | $187K |
| 3 | MOTHER LLC |
VERNON CA |
| 157 |
| $6.6M |
| $63K |
| 4 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $6K |
| 5 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $4K |
