Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Ad in their Schedule of Assets, totaling $1.8M 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 | AMERICAN FIRST NATIONAL BANK AMERICAN FIRST NATIONAL BANK 401K RETIREMENT SAVINGS PLAN | HOUSTON TX | 236 | $58.6M | $1.2M |
| 2 | LOS ANGELES DEPENDENCY LAWYERS, INC. LOS ANGELES DEPENDENCY LAWYERS, INC. 401(K) PLAN | MONTEREY PARK CA | 279 | $28.7M | $407K |
| 3 | CEDAR HEALTH GROUP LLC |
LAKEWOOD NJ |
| 503 |
| $4.6M |
| $92K |
| 4 | ARLINGTON MOTOR COMPANY, INC ARLINGTON TOYOTA 401(K) PLAN | JACKSONVILLE FL | 244 | $10.6M | $34K |
| 5 | MERCURY ENTERPRISES, INC MERCURY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 155 | $7.8M | $21K |
| 6 | NTC MARKETING, INC NTC MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSVILLE NY | 217 | $6.7M | $6K |
