Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Fund Institutional Shares Registered Investment Company in their Schedule of Assets, totaling $21.0M 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 | TOPGOLF CALLAWAY BRANDS CORP. TOPGOLF CALLAWAY BRANDS CORP. 401(K) PLAN. | CARLSBAD CA | 1,805 | $357.4M | $13.7M |
| 2 | LYNDEN INCORPORATED LYNDEN 401(K) RETIREMENT SAVINGS PLAN & TRUST | SEATTLE WA | 2,094 | $435.4M | $7.2M |
