Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Balanced I Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN | WASHINGTON DC | 670 | $126.8M | $1.1M |
| 2 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 216 | $29.5M | $372K |
| 3 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS |
SEATTLE WA |
| 1,120 |
| $17.9M |
| $219K |
| 4 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL PENSION ACCOUNT | CONCORD MA | 158 | $17.9M | $20K |
