Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Admiral - in their Schedule of Assets, totaling $21.6M 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 | BANK-FUND STAFF FEDERAL CREDIT UNION BANK-FUND STAFF FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN | WASHINGTON DC | 344 | $101.0M | $7.5M |
| 2 | VERIS RESIDENTIAL, INC. VERIS RESIDENTIAL, INC. 401(K) SAVINGS/RETIREMENT PLAN | JERSEY CITY NJ | 185 | $58.5M | $3.2M |
| 3 | PRECISION HELIPARTS, INC. PAG HOLDING CORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $17.9M | $2.3M |
| 4 | THE YAFFE COMPANIES, INCORPORATED THE YAFFE COMPANIES INCORPORATED 401(K) PLAN | MUSKOGEE OK | 276 | $18.5M | $1.9M |
| 5 | S&H EXPRESS, INC. S&H EXPRESS EMPLOYEE BENEFIT PROGRAM | YORK PA | 323 | $8.5M | $1.5M |
| 6 | BLUE RIDGE HOSPICE, INC. BLUE RIDGE HOSPICE RETIREMENT SAVINGS PLAN | WINCHESTER VA | 389 | $8.9M | $1.3M |
| 7 | BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401K PROFIT SHARING PLAN AND TRUST | WINSTON SALEM NC | 628 | $15.4M | $717K |
| 8 | JOHN W. STONE OIL DISTRIBUTOR, L.L.C. JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN | TERRYTOWN LA | 320 | $27.6M | $551K |
| 9 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $520K |
| 10 | MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. MILES-MCCLELLAN CONSTRUCTION COMPANY, INC. 401(K) SALARY DEFERRAL PLAN | COLUMBUS OH | 264 | $16.7M | $511K |
