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 Fd Admiral - in their Schedule of Assets, totaling $972K 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 | BIRD ACQUISITION, LLC BIRD ACQUISITION 401(K) PLAN | PHOENIX AZ | 345 | $5.2M | $779K |
| 2 | PACIFIC TRANSFER LLC PACIFIC TRANSFER LLC PROFIT SHARING PLAN | HONOLULU HI | 91 | $14.8M | $145K |
| 3 | ADELANTE DEVELOPMENT CENTER, INC. ADELANTE DEVELOPMENT CENTER, INC. 403(B) PLAN |
ALBUQUERQUE NM |
| 497 |
| $9.2M |
| $48K |
