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 R6 Mutual fund in their Schedule of Assets, totaling $259K 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 | INCLUSIVE EDUCATION AND COMMUN INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST | OXNARD CA | 294 | $3.8M | $194K |
| 2 | JACO, INC. JACO EMPLOYEES 401K PLAN | FRANKLIN MA | 102 | $11.5M | $65K |
