Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Calvert Calvert Balanced Portfolio I in their Schedule of Assets, totaling $162K 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 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBUS OH | 548 | $114.3M | $117K |
| 2 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 241 | $19.2M | $35K |
| 3 | OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
BATH OH |
| 96 |
| $17.0M |
| $10K |
