Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Calvert Calvert Balanced Fund I in their Schedule of Assets, totaling $166K 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 | NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON DC | 288 | $71.5M | $125K |
| 2 | THE HONEST COMPANY, INC. THE HONEST COMPANY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 164 | $22.6M | $41K |
