Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Balanced Fund I " in their Schedule of Assets, totaling $447K 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 | RESULTS FOR DEVELOPMENT INSTITUT RESULTS FOR DEVELOPMENT INSTITUTE 401(K) PLAN | WASHINGTON DC | 104 | $19.9M | $281K |
| 2 | EARTH RESOURCES TECHNOLOGY, LLC EARTH RESOURCES TECHNOLOGY, LLC 401(K) PLAN | GREENBELT MD | 538 | $61.6M | $148K |
| 3 | OXFORD INSTRUMENTS HOLDINGS 2013, INC. |
CONCORD MA |
| 279 |
| $56.9M |
| $10K |
| 4 | CDP NORTH AMERICA, INC. CDP NA 401(K) PLAN | NEW YORK NY | 92 | $7.4M | $8K |
