Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Vanguard-Balanced Index Fund Admiral Shares in their Schedule of Assets, totaling $34.7M 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 | CITRUS WORLD, INC. CITRUS WORLD, INC. 401(K) RETIREMENT PLAN | LAKE WALES FL | 642 | $83.5M | $13.5M |
| 2 | IAA HOLDINGS LLC. IAA 401(K) PLAN | WESTCHESTER IL | 3,829 | $291.9M | $7.4M |
| 3 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN |
WASHINGTON DC |
| 453 |
| $245.5M |
| $4.5M |
| 4 | PLAYBOY ENTERPRISES INTERNATIONAL, INC. PLAYBOY ENTERPRISES INTERNATIONAL, INC. EMPLOYEE INVESTMENT SAVINGS PLAN | LOS ANGELES CA | 107 | $54.1M | $3.0M |
| 5 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $1.5M |
| 6 | SANDERS SUPPLY, INC. SANDERS SUPPLY, INC. 401(K) PLAN | HOT SPRINGS AR | 156 | $11.3M | $985K |
| 7 | THE HONEST COMPANY, INC. THE HONEST COMPANY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 164 | $22.6M | $558K |
| 8 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $533K |
| 9 | EDGEWOOD PROPERTIES, INC. EDGEWOOD PROPERTIES 401(K) PLAN | PISCATAWAY NJ | 368 | $10.0M | $516K |
| 10 | GIL-BAR INDUSTRIES INC. GIL-BAR INDUSTRIES INC.401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 323 | $56.3M | $483K |
