Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street Balanced Index K in their Schedule of Assets, totaling $5.2M 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 | BLUE RIDGE BANKSHARES, INC. BLUE RIDGE BANKSHARES, INC. 401(K) PLAN | RICHMOND VA | 444 | $27.4M | $5.1M |
| 2 | VAE, INC. VAE, INC. 401(K) PLAN | SPRINGFIELD VA | 191 | $27.4M | $33K |
| 3 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN |
ROCKVILLE MD |
| 262 |
| $10.8M |
| $193 |
