Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vangrd Balanced Index Fnd Adm in their Schedule of Assets, totaling $1.1M 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 | HOMECARE SOFTWARE SOLUTIONS, LLC DBA HHA EXCHANGE HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 414 | $15.2M | $219K |
| 2 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $176K |
| 3 | FOUNDERS NATIONAL GOLF LLC |
MYRTLE BEACH SC |
| 1,260 |
| $7.9M |
| $132K |
| 4 | WACKER SERVICES CORP. WACKER SERVICES CORP. 401(K) PLAN | CHICAGO IL | 126 | $11.4M | $127K |
| 5 | AVAIR, LLC AVAIR, LLC 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 160 | $12.5M | $106K |
| 6 | EUCLID SYSTEMS CORPORATION EUCLID SYSTEMS CORPORATION 401(K) PLAN | STERLING VA | 182 | $3.8M | $98K |
| 7 | MEDICAL AIR SERVICES ASSOCIATION, INC. MASA GLOBAL 401(K) PLAN | PLANTATION FL | 169 | $3.9M | $82K |
| 8 | MEDICAL AIR SERVICES ASSOCIATION, INC. MASA GLOBAL 401(K) PLAN | PLANTATION FL | 221 | $7.4M | $70K |
| 9 | RESULTIV HOLDINGS, INC. RESULTIV HOLDINGS, INC. 401(K) PLAN | ALPHARETTA GA | 4 | $17.4M | $67K |
