Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Balanced Fund R6 in their Schedule of Assets, totaling $284K 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 | MIAMI INTERNATIONAL HOLDINGS, INC. MIAMI INTERNATIONAL HOLDINGS, INC. 401(K) PLAN | PRINCETON NJ | 390 | $57.4M | $174K |
| 2 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $49K |
| 3 | LINDAL NORTH AMERICA, INC |
COLUMBUS IN |
| 104 |
| $3.4M |
| $47K |
| 4 | STARRY, INC STARRY, INC. 401(K) RETIREMENT PLAN | BOSTON MA | 186 | $14.0M | $14K |
