Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Calvert Balanced Fund I Calvert 0 in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREENSTAR COOPERATIVE MARKET GREENSTAR COOPERATIVE MARKET 401(K) PLAN & TRUST | ITHACA NY | 95 | $2.5M | $2.0M |
| 2 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $735K |
| 3 | ASCENT ENVIRONMENTAL, INC. ASCENT 401(K) PLAN |
SACRAMENTO CA |
| 134 |
| $20.8M |
| $150K |
| 4 | BASHOR CHILDREN'S HOME BASHOR CHILDREN'S HOME 403(B) PLAN | GOSHEN IN | 251 | $10.0M | $101K |
| 5 | PENINSULA JEWISH COMMUNITY CENTER PJCC RETIREMENT PLAN | FOSTER CITY CA | 149 | $13.5M | $63K |
| 6 | PUBLIC CITIZEN, INC. PUBLIC CITIZEN, INC. EMPLOYEES SAVINGS TRUST | WASHINGTON DC | 111 | $19.1M | $56K |
| 7 | PREMISE DATA CORPORATION PREMISE DATA 401(K) PLAN | SAN FRANCISCO CA | 55 | $10.2M | $49K |
| 8 | MAPLE CITY HEALTH CARE CENTER, INC. MAPLE CITY HEALTH CARE CENTER, INC. 401(K) PLAN | GOSHEN IN | 151 | $8.0M | $47K |
| 9 | HOPE INTERNATIONAL HOPE INTERNATIONAL 401(K) PLAN | LANCASTER PA | 192 | $11.3M | $24K |
| 10 | COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES RETIREMENT PLAN | SAN FRANCISCO CA | 122 | $4.4M | $18K |
