Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding Vanguard Vanguard Balanced Index-Adm in their Schedule of Assets, totaling $56.2M 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 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $6.0M |
| 2 | LMN ARCHITECTS LLP LMN ARCHITECTS EMPLOYEES' 401(K)/PROFIT SHARING PLAN | SEATTLE WA | 122 | $58.3M | $4.6M |
| 3 | STRATEGIC AMERICA, INC. |
WEST DES MOINES IA |
| 119 |
| $27.1M |
| $3.7M |
| 4 | THE HEALTH TRUST THE HEALTH TRUST SAVINGS PLAN | SAN JOSE CA | 11 | $8.4M | $3.3M |
| 5 | MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH WI | 151 | $14.6M | $3.0M |
| 6 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $2.6M |
| 7 | SEH AMERICA, INC. SEH AMERICA, INC. EMPLOYEE BENEFIT SAVINGS PLAN | VANCOUVER WA | 1,115 | $169.7M | $2.4M |
| 8 | STAR ONE CREDIT UNION STAR ONE CREDIT UNION SAVINGS PLAN | SUNNYVALE CA | 255 | $88.9M | $2.4M |
| 9 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $2.3M |
| 10 | GRAY CONSTRUCTION, INC GRAY RETIREMENT SAVINGS PLAN | LEXINGTON KY | 2,255 | $208.6M | $2.1M |
