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 $2.3M 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 | JOHN KNOX VILLAGE JOHN KNOX VILLAGE RETIREMENT PLAN | LEE S SUMMIT MO | 827 | $33.3M | $672K |
| 2 | U.S. GREEN BUILDING COUNCIL, INC. U.S. GREEN BUILDING COUNCIL 401(K) PLAN | WASHINGTON DC | 266 | $49.2M | $665K |
| 3 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN |
GRAND RAPIDS MI |
| 274 |
| $29.8M |
| $533K |
| 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 |
