Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Calvert Balanced Fund Class R6 " in their Schedule of Assets, totaling $3.4M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $1.5M |
| 2 | AMERICANTCS FIDUCIARY SERVICES, LLC AMERICAS 403B PEP | PITTSBURGH PA | 1,418 | $73.2M | $1.2M |
| 3 | NORTHWEST JUSTICE PROJECT |
SEATTLE WA |
| 345 |
| $52.7M |
| $108K |
| 4 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $65K |
| 5 | CROHN'S & COLITIS FOUNDATION, INC. CROHN'S & COLITIS FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 345 | $43.3M | $52K |
| 6 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $42K |
| 7 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $39K |
| 8 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $35K |
| 9 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $35K |
| 10 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $33K |
