Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding State Street Balanced Index Fund- Class K in their Schedule of Assets, totaling $24.2M 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 | AMIDA CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR AMIDA CARE, INC. | NEW YORK NY | 180 | $18.1M | $7.1M |
| 2 | THE FLOATING HOSPITAL, INC. THE FLOATING HOSPITAL TAX SHELTERED ANNUITY PLAN | LONG ISLAND CITY NY | 239 | $11.6M | $3.9M |
| 3 | DIBUDUO & DEFENDIS DIBUDUO & DEFENDIS 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 248 |
| $20.0M |
| $3.9M |
| 4 | E.M. THARP, INC. E.M. THARP, INC. 401(K) PLAN | PORTERVILLE CA | 270 | $10.9M | $1.9M |
| 5 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN PA | 96 | $8.6M | $1.3M |
| 6 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $1.2M |
| 7 | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL MA | 123 | $18.7M | $1.1M |
| 8 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $794K |
| 9 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $793K |
| 10 | PACIFIC PARKS LANDSCAPING INC PACIFIC PARKS LANDSCAPING 401K AND PROFIT SHARING PLAN | AUBURN CA | 232 | $5.4M | $772K |
