Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Balanced Index Institutional Admiral Fund Registered Investment Company in their Schedule of Assets, totaling $3.8M 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 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA CA | 1,842 | $520.4M | $2.0M |
| 2 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $1.9M |
