Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Vanguard Balanced Index in their Schedule of Assets, totaling $157.2M 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 | BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND SUPPLEMENTAL INCOME 401(K) PLAN | VALLEJO CA | 34,085 | $1.9B | $89.8M |
| 2 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $50.5M |
| 3 | BODDIE-NOELL ENTERPRISES, INC. |
ROCKY MOUNT NC |
| 4,230 |
| $64.0M |
| $7.4M |
| 4 | DUNLOP MANUFACTURING INC DUNLOP MANUFACTURING INC 401K PROFIT SHARING PLAN | BENICIA CA | 234 | $25.6M | $6.2M |
| 5 | THE SIEMON COMPANY THE SIEMON COMPANY 401(K) PROFIT SHARING PLAN | WATERTOWN CT | 255 | $82.3M | $786K |
| 6 | WILLOW HEALTH CARE, INC. WILLOW HEALTH CARE, INC 401(K) PLAN | WILLOW SPRINGS MO | 556 | $3.6M | $666K |
| 7 | COMMUNITY PSYCHIATRY MANAGEMENT, LLC MINDPATH HEALTH RETIREMENT PLAN | SACRAMENTO CA | 971 | $64.5M | $652K |
| 8 | ARNIS, INC. ARNI'S, INC. 401(K) RETIREMENT PLAN | LAFAYETTE IN | 365 | $5.4M | $400K |
| 9 | GABLE SIGNS & GRAPHICS, INC. GABLE SIGNS & GRAPHICS, INC. 401(K) PLAN | BALTIMORE MD | 145 | $14.0M | $212K |
| 10 | KIMRAD TRANSPORT, LP KIMRAD TRANSPORT 401(K) PLAN | AMARILLO TX | 163 | $6.7M | $134K |
