Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Asset Management Company, Inc. Calvert VP SRI Balanced Portfolio in their Schedule of Assets, totaling $246K 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 | EVELYN RUBENSTEIN JEWISH COMMU 403(B) THRIFT PLAN FOR EMPLOYEES OF EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON, TEXAS | HOUSTON TX | 229 | $12.8M | $147K |
| 2 | GIRL SCOUTS OF SAN JACINTO COUNCIL GIRL SCOUTS OF SAN JACINTO 401(K) PROFIT SHARING PLAN | HOUSTON TX | 207 | $10.9M | $99K |
