Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Balanced Index Fund n/a in their Schedule of Assets, totaling $16.7M 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 | KUTAK ROCK LLP KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,017 | $535.8M | $16.3M |
| 2 | AG TRUCKING, INC. AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN | GOSHEN IN | 0 | $9.0M | $228K |
| 3 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN |
CHATTANOOGA TN |
| 246 |
| $22.0M |
| $170K |
| 4 | VADATECH INC VADATECH INC 401(K) PROFIT SHARING PLAN & TRUST | HENDERSON NV | 191 | $8.1M | $8K |
| 5 | HEICHEL PLUMBING, INC. HEICHEL PLUMBING, INC 401(K) PLAN | OCOEE FL | 102 | $2.2M | $7K |
| 6 | BENIHANA NATIONAL CORP. BENIHANA RESTAURANT EMPLOYEES 401(K) PLAN | AVENTURA FL | 769 | $1.7M | $5K |
