Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Adm N/R in their Schedule of Assets, totaling $12.6M 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 | CONFLUENCE TECHNOLOGIES, INC. CONFLUENCE 401(K) PLAN | PITTSBURGH PA | 249 | $71.7M | $12.4M |
| 2 | WAREHOUSE DIRECT INCORPORATED WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | DES PLAINES IL | 317 | $19.8M | $241K |
| 3 | WILBANKS TRUCKING SERVICES, LLC |
ARTESIA NM |
| 125 |
| $2.8M |
| $5K |
