Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding State Street Balanced Index Fund # in their Schedule of Assets, totaling $15.4M 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 | BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS CA | 168 | $22.2M | $8.0M |
| 2 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $4.9M |
| 3 | NEW YORK STEM CELL FOUNDATION |
NEW YORK NY |
| 84 |
| $13.4M |
| $1.6M |
| 4 | THE FRANKLIN INVESTMENT CORPORATION DBA FRANKLIN INDUSTRIES FRANKLIN INDUSTRIES EMPLOYEES RETIREMENT PLAN | FRANKLIN PA | 111 | $3.6M | $540K |
| 5 | GOODWILL INDUSTRIES OF CENTRAL ALABAMA, INC. GOODWILL OF CENTRAL ALABAMA FEDERAL CONTRACT EMPLOYEE'S PLAN | MONTGOMERY AL | 135 | $3.9M | $254K |
| 6 | HARTUNG BROTHERS, INC. EMPLOYEES RETIREMENT READINESS - 401(K) SAVINGS PLAN | MADISON WI | 146 | $47.7M | $140K |
| 7 | AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK NY | 94 | $12.0M | $47K |
| 8 | APPLEQUIST MFG., INC. APQ COMPANIES 401(K) PLAN | ASSARIA KS | 179 | $3.3M | $6K |
