Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street State Street Balanced Index K in their Schedule of Assets, totaling $1.6M 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 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $1.5M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $95K |
| 3 | CENTRAL BAPTIST VILLAGE CENTRAL BAPTIST VILLAGE RETIREMENT SAVINGS PLAN |
NORRIDGE IL |
| 173 |
| $7.0M |
| $63K |
