Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Admiral N/R 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 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN | AUSTIN TX | 387 | $23.9M | $457K |
| 2 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,458 | $124.5M | $267K |
| 3 | WOODBOLT DISTRIBUTION, LLC WOODBOLT DISTRIBUTION 401(K) PLAN |
AUSTIN TX |
| 352 |
| $18.2M |
| $217K |
| 4 | REMED HOLDINGS, LLC REMED HOLDINGS, LLC AND AFFILIATED COMPANIES 401(K) PLAN | PAOLI PA | 1,041 | $31.1M | $201K |