Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Calvert Balanced I Fund " in their Schedule of Assets, totaling $3.1M 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 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $2.8M |
| 2 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON GA | 139 | $17.8M | $91K |
| 3 | SHEA, CARR & JEWELL, INC. SCJ ALLIANCE 401(K) PLAN |
LACEY WA |
| 128 |
| $11.7M |
| $91K |
| 4 | VITAL STRATEGIES, INC. VITAL STRATEGIES, INC. 403(B) PLAN | NEW YORK NY | 181 | $26.0M | $89K |
| 5 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $10K |
| 6 | ACENDA, INC. ACENDA, INC. 401(K) PLAN | GLASSBORO NJ | 573 | $33.5M | $4K |
