Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tax-Managed Balanced Fund '' in their Schedule of Assets, totaling $272K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRANSYLVANIA VOCATIONAL SERVIC TRANSYLVANIA VOCATIONAL SERVIC 401(K) PROFIT SHARING PLAN & TRUST | BREVARD NC | 201 | $3.3M | $210K |
| 2 | PROMILES SOFTWARE DEVELOPMENT CORPORATION PROMILES 401(K) PLAN | BRIDGE CITY TX | 149 | $5.1M | $55K |
| 3 | BOLEY CENTERS, INC. BOLEY CENTERS 401(K) PLAN |
PINELLAS PARK FL |
| 202 |
| $7.1M |
| $7K |
