Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Calvert Calvert Balanced I in their Schedule of Assets, totaling $6.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METROPOLITAN OPERA ASSOCIATION, INC. THE METROPOLITAN OPERA RETIREMENT SAVINGS PLAN | NEW YORK NY | 859 | $232.1M | $4.6M |
| 2 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $1.3M |
| 3 | THE SOLOMON R. GUGGENHEIM FOUNDATION |
NEW YORK NY |
| 482 |
| $56.3M |
| $911K |
| 4 | QUINN EVANS ARCHITECTS, INC. QUINN EVANS ARCHITECTS, INC. EMPLOYEE RETIREMENT BENEFIT PLAN | ANN ARBOR MI | 212 | $37.9M | $5K |
