Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya Vanguard Balanced Index Fund - in their Schedule of Assets, totaling $1.2M 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 | MILWAUKEE RESCUE MISSION MILWAUKEE RESCUE MISSION EMPLOYEE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 172 | $8.6M | $537K |
| 2 | VALLEY MEDICAL GROUP, P.C. VALLEY MEDICAL GROUP, P.C. 401(K) PLAN | GREENFIELD MA | 368 | $31.5M | $317K |
| 3 | MANDEL GROUP, INC. MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN |
MILWAUKEE WI |
| 125 |
| $15.5M |
| $269K |
| 4 | NANOSTONE WATER, INC. NANOSTONE WATER, INC. 401(K) PLAN | OCEANSIDE CA | 114 | $7.4M | $43K |
| 5 | PROTEC ASSOCIATION SERVICES PROTEC BUILDING SERVICES 401(K) PLAN | SAN DIEGO CA | 372 | $5.3M | $16K |