Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Fund Adm in their Schedule of Assets, totaling $2.4M 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 | J.L. CARR ENTERPRISES, INC. J.L. CARR ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 229 | $17.1M | $714K |
| 2 | ROSENBERGER USA CORP ROSENBERGER USA CORP 401(K) PLAN | AKRON PA | 201 | $13.7M | $512K |
| 3 | HONDA OF SAN MARCOS HONDA OF SAN MARCOS 401(K) PLAN |
SAN MARCOS TX |
| 93 |
| $7.6M |
| $395K |
| 4 | ALLERVIE AND CLINICAL HOLDINGS, LLC ALLERGY AND CLINICAL HOLDINGS, LLC 401(K) PLAN | FRISCO TX | 412 | $17.0M | $181K |
| 5 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 216 | $25.9M | $156K |
| 6 | FIRST STOP HOLDINGS, LLC FIRST STOP HOLDINGS, LLC 401(K) PLAN | CHICAGO IL | 194 | $6.7M | $154K |
| 7 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 244 | $20.5M | $148K |
| 8 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $106K |
| 9 | PMC COMMERCIAL INTERIORS, INC. PMC, INC. 401(K) PLAN | RALEIGH NC | 166 | $11.8M | $22K |
| 10 | NIGHTINGALE COLLEGE, LLC RETIREMENT INCOME SECURITY PLAN-NIGHTINGALE COLLEGE, LLC | SALT LAKE CITY UT | 697 | $8.5M | $17K |
