Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Moderate Strategic Balanced Fund in their Schedule of Assets, totaling $13K 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 | EPCO, LLC EPCO, LLC 401K PLAN | SOUTH PORTLAND ME | 112 | $3.2M | $13K |
