Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Balanced R6 Mutual Fund in their Schedule of Assets, totaling $522K 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 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $252K |
| 2 | OFFICE OF THE SPECIAL DEPUTY RECEIVER OSD MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 87 | $261.4M | $191K |
| 3 | DIGITAL PROMISE DIGITAL PROMISE 401(K) PLAN |
WASHINGTON DC |
| 211 |
| $15.3M |
| $49K |
| 4 | KABAM, INC. KABAM 401(K) PLAN | SAN FRANCISCO CA | 78 | $20.2M | $28K |
| 5 | QUALITY PROGRESSIONS QUALITY PROGRESSIONS 403(B) PLAN | BALA CYNWYD PA | 97 | $5.5M | $2K |
