Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Calvert Balanced R6 Fd 511 in their Schedule of Assets, totaling $21K 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 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN | ENGLEWOOD NJ | 103 | $21.0M | $21K |
