Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Balanced I Mutual Funds in their Schedule of Assets, totaling $365K 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 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $329K |
| 2 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL SAVINGS PLAN | CONCORD MA | 207 | $23.8M | $36K |
