Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Balanced Fund " in their Schedule of Assets, totaling $1.9M 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 | JOHN KNOX VILLAGE JOHN KNOX VILLAGE RETIREMENT PLAN | LEE S SUMMIT MO | 827 | $33.3M | $672K |
| 2 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $533K |
| 3 | RESOURCE PRO LLC RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST |
LINCOLN NE |
| 383 |
| $26.9M |
| $274K |
| 4 | KTGY GROUP, INC. KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN | IRVINE CA | 366 | $66.8M | $238K |
| 5 | TURCK INC. TURCK INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | PLYMOUTH MN | 376 | $116.1M | $162K |
| 6 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN | BOSTON MA | 290 | $10.1M | $27K |
