Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Tax-Managed Balanced Fund Admiral Shares in their Schedule of Assets, totaling $10.9M 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 | RMS LIFELINE INC RMS LIFELINE INC 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD IL | 348 | $21.8M | $10.2M |
| 2 | ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS MN | 111 | $9.8M | $469K |
| 3 | 12 OAKS MANAGEMENT SERVICES IN |
DALLAS TX |
| 1,382 |
| $3.1M |
| $151K |
| 4 | WYCKOFF FARMS, INC. WYCKOFF ENTERPRISES 401(K) PROFIT SHARING PLAN | GRANDVIEW WA | 1,192 | $19.8M | $32K |
