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 Fund Registered Investment Company in their Schedule of Assets, totaling $935K 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 | MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN | SPRINGFIELD OR | 111 | $4.2M | $499K |
| 2 | BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE CA | 271 | $11.3M | $436K |
