Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Balanced A Mutual Fund in their Schedule of Assets, totaling $71K 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 | COMMUNITY FOOD BANK, INC. COMMUNITY FOOD BANK, INC. 401(K) PROFIT SHARING PLAN & TRUST | TUCSON AZ | 156 | $5.5M | $38K |
| 2 | TOUCHSTONE MENTAL HEALTH TOUCHSTONE MENTAL HEALTH 401(K) PLAN | MINNEAPOLIS MN | 202 | $5.8M | $33K |
