Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Calvert Balanced R6 in their Schedule of Assets, totaling $304K 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 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $191K |
| 2 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $90K |
| 3 | SEMCAC SEMCAC 401K PROFIT SHARING PLAN |
RUSHFORD MN |
| 267 |
| $4.9M |
| $15K |
| 4 | BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN | PORTLAND OR | 2,658 | $34.5M | $6K |
| 5 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $1K |
