Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Balanced Index in their Schedule of Assets, totaling $263K 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 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $199K |
| 2 | THE ARC OF UNION COUNTY, INC. THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN | SPRINGFIELD NJ | 414 | $13.6M | $64K |
