Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Fund a in their Schedule of Assets, totaling $3.3M 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 | GREER INDUSTRIES, INC. THE GREER 401(K) PLAN | MORGANTOWN WV | 933 | $51.4M | $3.2M |
| 2 | AIRTEK CONSTRUCTION INC AIRTEK CONSTRUCTION 401(K) RETIREMENT PLAN | TROY AL | 301 | $19.4M | $28K |