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 Admiral Shares in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROFESSIONAL SERVICES GROUP, INC. PSG/CIP 401(K) RETIREMENT PLAN | KENOSHA WI | 402 | $17.1M | $3.0M |
| 2 | LAMONICA'S PIZZA DOUGH INTERNATIONAL, INC. LAMONICA'S 401(K) PLAN | LOS ANGELES CA | 170 | $3.4M | $2.0M |
| 3 | CABINETS TO GO LLC PARK STREET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST |
LAWRENCEBURG TN |
| 1 |
| $7.4M |
| $607K |
| 4 | H & N GROUP, INC. H & N GROUP, INC. 401(K) PLAN | VERNON CA | 55 | $31.6M | $117K |
| 5 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $87K |
| 6 | LEGEND LENDING CORP. LEGEND LENDING CORP. RETIREMENT TRUST | HOUSTON TX | 76 | $5.7M | $50K |
