Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Tax-Managed Balanced Fund Admiral Shares in their Schedule of Assets, totaling $39K 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 | FREEDOM FIRST FEDERAL CREDIT UNI FREEDOM FIRST FEDERAL CREDIT UNION 401(K) PLAN | ROANOKE VA | 215 | $16.1M | $39K |
| 2 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $554 |
