Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Global Advisors Balanced Index Fund in their Schedule of Assets, totaling $184K 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 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $97K |
| 2 | ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK NY | 497 | $8.7M | $88K |
