Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Balanced Fund Mutual fund in their Schedule of Assets, totaling $254K 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 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $130K |
| 2 | HEALTHRIGHT 360 HEALTHRIGHT 360 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 742 | $24.1M | $120K |
| 3 | ELIOT COMMUNITY HUMAN SERVICES, INC. ELIOT COMMUNITY HUMAN SERVICES, INC. 401(K) PLAN |
LEXINGTON MA |
| 1,999 |
| $41.0M |
| $3K |
