Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Balanced R6 Calvert 0 in their Schedule of Assets, totaling $676K 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 | DERMATOLOGY, INC. DERMATOLOGY, INC. CASH OR DEFERRED PROFIT SHARING PLAN | GREENWOOD IN | 85 | $20.7M | $613K |
| 2 | ATTN INC ATTN INC 401(K) PLAN | LOS ANGELES CA | 123 | $5.9M | $31K |
| 3 | SANTA BARBARA BOTANIC GARDEN SANTA BARBARA BOTANIC GARDEN RETIREMENT PLAN |
SANTA BARBARA CA |
| 87 |
| $4.4M |
| $15K |
| 4 | STORM KING ART CENTER STORM KING ART CENTER 403(B) RETIREMENT PLAN | NEW WINDSOR NY | 68 | $4.9M | $13K |
| 5 | PROTOCALL SERVICES, INC. PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN | PORTLAND OR | 310 | $8.0M | $5K |