Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Balanced Fund Class I in their Schedule of Assets, totaling $1.4M 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 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN | BUDD LAKE NJ | 885 | $263.7M | $1.4M |
| 2 | LINCOLN CENTER FOR THE PERFORMING ARTS, INC. LINCOLN CENTER TAX DEFERRED 403(B) PLAN | NEW YORK NY | 1,450 | $26.8M | $33K |
